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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.32M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.35M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2M

Top Sells

1
+$4.22M
2
+$2.05M
3
+$456K
4
IZRL icon
ARK Israel Innovative Technology ETF
IZRL
+$190K
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$161K

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.28K ﹤0.01%
17
452
$8.23K ﹤0.01%
92
453
$8.13K ﹤0.01%
190
454
$8.12K ﹤0.01%
28
455
$8.12K ﹤0.01%
76
456
$8.1K ﹤0.01%
1,020
457
$8.04K ﹤0.01%
428
458
$7.95K ﹤0.01%
107
459
$7.84K ﹤0.01%
80
+3
460
$7.8K ﹤0.01%
1,000
-2,000
461
$7.77K ﹤0.01%
504
462
$7.72K ﹤0.01%
104
463
$7.66K ﹤0.01%
37
464
$7.61K ﹤0.01%
38
465
$7.61K ﹤0.01%
144
+98
466
$7.59K ﹤0.01%
70
467
$7.53K ﹤0.01%
+24
468
$7.52K ﹤0.01%
58
469
$7.52K ﹤0.01%
566
470
$7.48K ﹤0.01%
83
471
$7.45K ﹤0.01%
153
472
$7.44K ﹤0.01%
31
473
$7.42K ﹤0.01%
+242
474
$7.39K ﹤0.01%
9
475
$7.38K ﹤0.01%
97
+25
17 18
19
20 21