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
426
$19.1K 0.01%
366
+306
427
$19.1K 0.01%
558
428
$19K 0.01%
+160
429
$18.9K 0.01%
1,668
+1,394
430
$18.7K 0.01%
199
-173
431
$18.5K 0.01%
178
432
$18.5K 0.01%
136
-3
433
$18.1K 0.01%
+164
434
$18K 0.01%
306
-8
435
$17.8K 0.01%
11,136
+6,802
436
$17.8K 0.01%
+1,503
437
$17.7K 0.01%
36
438
$17.7K 0.01%
292
+230
439
$17.7K 0.01%
801
+607
440
$17.7K 0.01%
158
+78
441
$17.6K 0.01%
+200
442
$17.6K 0.01%
130
443
$17.5K 0.01%
205
444
$17.5K 0.01%
731
-202
445
$17.4K 0.01%
+1,000
446
$17.4K 0.01%
191
447
$17.3K 0.01%
58
+32
448
$17.2K 0.01%
+590
449
$17.1K 0.01%
+850
450
$17.1K 0.01%
163
+145
16 17
18
19 20