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
451
$7.89K 0.01%
574
452
$7.86K 0.01%
242
+88
453
$7.83K 0.01%
179
454
$7.82K 0.01%
212
455
$7.82K 0.01%
340
+17
456
$7.79K 0.01%
207
-30
457
$7.79K 0.01%
+76
458
$7.79K 0.01%
546
459
$7.78K 0.01%
937
+830
460
$7.77K 0.01%
62
461
$7.72K 0.01%
77
462
$7.71K 0.01%
25
463
$7.59K 0.01%
120
+23
464
$7.58K 0.01%
504
465
$7.53K 0.01%
40
466
$7.53K 0.01%
38
+17
467
$7.5K 0.01%
+1,732
468
$7.47K 0.01%
625
469
$7.39K 0.01%
6
470
$7.35K ﹤0.01%
1,336
+1,247
471
$7.33K ﹤0.01%
153
-242
472
$7.32K ﹤0.01%
+200
473
$7.27K ﹤0.01%
264
-125
474
$7.25K ﹤0.01%
63
475
$7.25K ﹤0.01%
498
17 18
19
20 21