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
426
$15.9K 0.01%
173
-123
427
$15.9K 0.01%
109
-88
428
$15.9K 0.01%
+347
429
$15.9K 0.01%
661
-210
430
$15.8K 0.01%
199
-6
431
$15.8K 0.01%
+368
432
$15.7K 0.01%
65
-12
433
$15.7K 0.01%
319
-61
434
$15.7K 0.01%
72
+18
435
$15.6K 0.01%
210
+43
436
$15.6K 0.01%
+324
437
$15.4K 0.01%
58
+18
438
$15.3K 0.01%
182
-52
439
$15.2K 0.01%
146
+33
440
$15.2K 0.01%
220
+96
441
$15.2K 0.01%
167
+30
442
$15K ﹤0.01%
285
443
$15K ﹤0.01%
+510
444
$15K ﹤0.01%
285
445
$15K ﹤0.01%
1,093
446
$15K ﹤0.01%
582
+78
447
$15K ﹤0.01%
42
+10
448
$14.8K ﹤0.01%
61
+12
449
$14.6K ﹤0.01%
600
-600
450
$14.6K ﹤0.01%
72
+5
16 17
18
19 20