FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.32M
3 +$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.85K 0.01%
637
402
$9.79K 0.01%
1,000
403
$9.76K 0.01%
63
404
$9.73K 0.01%
+171
405
$9.72K 0.01%
38
406
$9.7K 0.01%
75
407
$9.7K 0.01%
+1,416
408
$9.67K 0.01%
351
409
$9.66K 0.01%
83
410
$9.64K 0.01%
28
411
$9.58K 0.01%
336
+11
412
$9.4K 0.01%
92
413
$9.38K 0.01%
120
+33
414
$9.37K 0.01%
310
415
$9.34K 0.01%
37
416
$9.32K 0.01%
7
417
$9.29K 0.01%
49
418
$9.28K 0.01%
142
419
$9.27K 0.01%
124
420
$9.22K 0.01%
45
421
$9.18K 0.01%
17
422
$9.15K 0.01%
137
-87
423
$9.03K 0.01%
83
424
$9.02K 0.01%
190
425
$9.02K 0.01%
191