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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.9K 0.01%
113
-11
452
$16.9K 0.01%
1,087
+235
453
$16.9K 0.01%
+729
454
$16.6K 0.01%
285
455
$16.6K 0.01%
414
456
$16.5K 0.01%
+164
457
$16.5K 0.01%
118
+55
458
$16.5K 0.01%
415
+1
459
$16.4K 0.01%
+1,339
460
$16.4K 0.01%
8
461
$16.3K 0.01%
189
+7
462
$16.3K 0.01%
971
463
$16.2K 0.01%
72
464
$16.2K 0.01%
36
465
$16.1K 0.01%
107
466
$16.1K 0.01%
+440
467
$15.9K 0.01%
3,418
468
$15.8K 0.01%
217
469
$15.8K 0.01%
140
+19
470
$15.7K 0.01%
196
-126
471
$15.7K 0.01%
+1,819
472
$15.6K 0.01%
99
473
$15.5K 0.01%
1,338
+462
474
$15.5K 0.01%
310
+125
475
$15.4K 0.01%
+1,250