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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9.44K 0.01%
+17
427
$9.43K 0.01%
+1,000
428
$9.41K 0.01%
+12
429
$9.4K 0.01%
+74
430
$9.33K 0.01%
+310
431
$9.31K 0.01%
+32
432
$9.29K 0.01%
+16
433
$9.26K 0.01%
+45
434
$9.25K 0.01%
+115
435
$9.22K 0.01%
+28
436
$9.19K 0.01%
+26
437
$9.17K 0.01%
+683
438
$9.13K 0.01%
+252
439
$9.12K 0.01%
+126
440
$9.11K 0.01%
+75
441
$9.04K 0.01%
+97
442
$9.01K 0.01%
+178
443
$9K 0.01%
+499
444
$8.95K 0.01%
+37
445
$8.91K 0.01%
+124
446
$8.81K 0.01%
+26
447
$8.81K 0.01%
+559
448
$8.73K 0.01%
+63
449
$8.64K 0.01%
+38
450
$8.64K 0.01%
+38