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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.99K 0.01%
156
427
$8.98K 0.01%
+179
428
$8.96K 0.01%
428
+39
429
$8.87K 0.01%
85
430
$8.86K 0.01%
61
431
$8.85K 0.01%
66
432
$8.82K 0.01%
60
433
$8.7K 0.01%
164
434
$8.7K 0.01%
185
435
$8.68K 0.01%
128
436
$8.46K 0.01%
15
437
$8.45K 0.01%
130
-1
438
$8.34K 0.01%
107
439
$8.34K 0.01%
15
440
$8.3K 0.01%
38
441
$8.28K 0.01%
25
-1
442
$8.23K 0.01%
388
-179
443
$8.23K 0.01%
115
+36
444
$8.22K 0.01%
154
+54
445
$8.16K 0.01%
28
-119
446
$8.15K 0.01%
253
447
$8.13K 0.01%
393
448
$8.08K 0.01%
114
449
$7.97K 0.01%
336
450
$7.92K 0.01%
153
16 17
18
19 20