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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15.2K 0.01%
171
452
$15.2K 0.01%
260
-106
453
$15.2K 0.01%
459
454
$14.9K 0.01%
1,093
455
$14.9K 0.01%
87
456
$14.8K 0.01%
88
457
$14.8K 0.01%
61
458
$14.7K 0.01%
58
459
$14.7K 0.01%
722
460
$14.6K 0.01%
134
-1,165
461
$14.6K 0.01%
1,159
-558
462
$14.5K 0.01%
414
-158
463
$14.4K 0.01%
31
464
$14.4K 0.01%
205
465
$14.3K 0.01%
103
466
$14.2K 0.01%
68
-19
467
$14.2K 0.01%
67
468
$14.2K 0.01%
185
469
$14K 0.01%
717
470
$13.9K ﹤0.01%
147
-10
471
$13.7K ﹤0.01%
284
472
$13.7K ﹤0.01%
285
473
$13.7K ﹤0.01%
107
474
$13.6K ﹤0.01%
197
475
$13.6K ﹤0.01%
23
-14
17 18
19
20 21