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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17.1K 0.01%
145
+6
402
$17.1K 0.01%
293
+53
403
$17K 0.01%
931
+433
404
$17K 0.01%
400
405
$16.9K 0.01%
183
+29
406
$16.9K 0.01%
163
+16
407
$16.5K 0.01%
+61
408
$16.4K 0.01%
29
+6
409
$16.4K 0.01%
135
-44
410
$16.4K 0.01%
582
-135
411
$16.4K 0.01%
274
-383
412
$16.3K 0.01%
261
+1
413
$16.3K 0.01%
209
+113
414
$16.3K 0.01%
256
-216
415
$16.3K 0.01%
+144
416
$16.3K 0.01%
205
+8
417
$16.3K 0.01%
121
+62
418
$16.2K 0.01%
246
-168
419
$16.2K 0.01%
52
+12
420
$16.1K 0.01%
29
+2
421
$16.1K 0.01%
67
+13
422
$16.1K 0.01%
30
+13
423
$16.1K 0.01%
66
+30
424
$16K 0.01%
97
-3,621
425
$15.9K 0.01%
1,000
15 16
17
18 19