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
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16.5K 0.01%
212
427
$16.5K 0.01%
217
428
$16.4K 0.01%
850
429
$16.3K 0.01%
4,349
430
$16.3K 0.01%
139
431
$16.1K 0.01%
590
432
$16.1K 0.01%
541
433
$16.1K 0.01%
199
434
$16.1K 0.01%
1,640
435
$16K 0.01%
417
+1
436
$16K 0.01%
99
437
$15.9K 0.01%
296
438
$15.8K 0.01%
297
439
$15.8K 0.01%
36
440
$15.7K 0.01%
77
-21
441
$15.7K 0.01%
285
442
$15.7K 0.01%
1,000
443
$15.6K 0.01%
1,819
444
$15.6K 0.01%
+611
445
$15.6K 0.01%
1,339
446
$15.5K 0.01%
130
447
$15.5K 0.01%
971
448
$15.5K 0.01%
429
-372
449
$15.5K 0.01%
113
450
$15.4K 0.01%
27
16 17
18
19 20