FFO

Fortitude Family Office Portfolio holdings

AUM $370M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.8K 0.01%
36
402
$10.8K 0.01%
40
+32
403
$10.8K 0.01%
257
+206
404
$10.7K 0.01%
110
+83
405
$10.7K 0.01%
144
406
$10.6K 0.01%
37
407
$10.6K 0.01%
92
408
$10.6K 0.01%
418
+78
409
$10.5K 0.01%
48
410
$10.5K 0.01%
150
411
$10.5K 0.01%
54
412
$10.3K 0.01%
51
413
$10.1K 0.01%
6
+4
414
$10.1K 0.01%
352
415
$10.1K 0.01%
+257
416
$9.93K 0.01%
66
+5
417
$9.82K 0.01%
253
418
$9.81K 0.01%
171
419
$9.78K 0.01%
7
420
$9.77K 0.01%
+414
421
$9.69K 0.01%
1,000
422
$9.66K 0.01%
40
423
$9.47K 0.01%
124
424
$9.47K 0.01%
86
-43
425
$9.45K 0.01%
38