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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21.3K 0.01%
+711
402
$21.2K 0.01%
+13,241
403
$21.2K 0.01%
586
404
$21.1K 0.01%
+2,000
405
$21K 0.01%
128
406
$20.8K 0.01%
485
+370
407
$20.7K 0.01%
+258
408
$20.6K 0.01%
830
409
$20.5K 0.01%
+2,000
410
$20.4K 0.01%
855
+6
411
$20.4K 0.01%
+75
412
$20.3K 0.01%
158
413
$20.2K 0.01%
210
+130
414
$20.2K 0.01%
+1,528
415
$20.2K 0.01%
118
+80
416
$20.1K 0.01%
+327
417
$19.9K 0.01%
104
-200
418
$19.9K 0.01%
+1,547
419
$19.8K 0.01%
320
+269
420
$19.7K 0.01%
+1,765
421
$19.5K 0.01%
+560
422
$19.4K 0.01%
158
423
$19.4K 0.01%
+1,381
424
$19.3K 0.01%
380
+50
425
$19.1K 0.01%
+1,575
15 16
17
18 19