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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SENEA icon
476
Seneca Foods Class A
SENEA
$818M
$13.9K ﹤0.01%
129
-6
SSB icon
477
SouthState Bank Corp
SSB
$9.22B
$13.8K ﹤0.01%
140
BWXT icon
478
BWX Technologies
BWXT
$16B
$13.8K ﹤0.01%
75
+6
AEP icon
479
American Electric Power
AEP
$63.2B
$13.6K ﹤0.01%
121
GRND icon
480
Grindr
GRND
$2.52B
$13.6K ﹤0.01%
905
-66
RPM icon
481
RPM International
RPM
$13.5B
$13.6K ﹤0.01%
115
CRK icon
482
Comstock Resources
CRK
$7.88B
$13.5K ﹤0.01%
682
-72
TFC icon
483
Truist Financial
TFC
$60.6B
$13.4K ﹤0.01%
294
MRVL icon
484
Marvell Technology
MRVL
$86.3B
$13.4K ﹤0.01%
159
+27
COHR icon
485
Coherent
COHR
$26.7B
$13.4K ﹤0.01%
124
+3
UTMD icon
486
Utah Medical Products
UTMD
$177M
$13.3K ﹤0.01%
212
COIN icon
487
Coinbase
COIN
$74.7B
$13.2K ﹤0.01%
39
+2
HUBS icon
488
HubSpot
HUBS
$19.6B
$13.1K ﹤0.01%
28
-1
GRMN icon
489
Garmin
GRMN
$38.2B
$13.1K ﹤0.01%
53
FLO icon
490
Flowers Foods
FLO
$2.33B
$12.8K ﹤0.01%
977
+887
HSY icon
491
Hershey
HSY
$36.8B
$12.7K ﹤0.01%
68
+42
XERS icon
492
Xeris Biopharma Holdings
XERS
$1.12B
$12.6K ﹤0.01%
1,553
VRSK icon
493
Verisk Analytics
VRSK
$31.3B
$12.6K ﹤0.01%
50
-2
MP icon
494
MP Materials
MP
$10.5B
$12.5K ﹤0.01%
187
MGNI icon
495
Magnite
MGNI
$2.07B
$12.5K ﹤0.01%
575
+9
LHX icon
496
L3Harris
LHX
$51.9B
$12.5K ﹤0.01%
41
+8
JJSF icon
497
J&J Snack Foods
JJSF
$1.8B
$12.4K ﹤0.01%
129
+87
TXT icon
498
Textron
TXT
$14.7B
$12.3K ﹤0.01%
146
+3
SJNK icon
499
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$12.3K ﹤0.01%
+479
SHOP icon
500
Shopify
SHOP
$209B
$12.2K ﹤0.01%
82