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
$280M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,402
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.6%
2 Industrials 6.85%
3 Financials 5.67%
4 Consumer Discretionary 4.44%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$25.5K 0.01%
60
402
$25.5K 0.01%
150
+128
403
$25.5K 0.01%
75
404
$25.4K 0.01%
2,156
405
$25.2K 0.01%
122
406
$25.1K 0.01%
296
407
$25.1K 0.01%
139
408
$24.9K 0.01%
142
+123
409
$24.8K 0.01%
88
+52
410
$24.5K 0.01%
3
411
$24.5K 0.01%
191
+1
412
$24.5K 0.01%
176
413
$24.2K 0.01%
140
+133
414
$24.1K 0.01%
318
415
$23.9K 0.01%
20
416
$23.7K 0.01%
660
417
$23.6K 0.01%
294
+4
418
$23.6K 0.01%
1,250
419
$23.5K 0.01%
304
420
$23.4K 0.01%
306
+144
421
$23.3K 0.01%
472
+215
422
$23.2K 0.01%
907
+176
423
$23K 0.01%
572
+15
424
$22.9K 0.01%
+670
425
$22.9K 0.01%
187
+29