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
451
$8.57K 0.01%
+61
452
$8.54K 0.01%
+115
453
$8.53K 0.01%
+191
454
$8.5K 0.01%
+747
455
$8.49K 0.01%
+7
456
$8.41K 0.01%
+262
457
$8.38K 0.01%
+92
458
$8.36K 0.01%
+945
459
$8.36K 0.01%
+504
460
$8.34K 0.01%
+37
461
$8.31K 0.01%
+128
462
$8.19K 0.01%
+142
463
$8.18K 0.01%
+64
464
$8.12K 0.01%
+156
465
$8.12K 0.01%
+917
466
$8.1K 0.01%
+224
467
$8.04K 0.01%
+85
468
$8.02K 0.01%
+47
469
$8.01K 0.01%
+977
470
$7.99K 0.01%
+336
471
$7.93K 0.01%
+66
472
$7.91K 0.01%
+888
473
$7.88K 0.01%
+51
474
$7.88K 0.01%
+185
475
$7.84K 0.01%
+212