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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$13.9M
3
+$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.82K 0.01%
+131
477
$7.8K 0.01%
+389
478
$7.68K 0.01%
+15
479
$7.65K 0.01%
+393
480
$7.64K 0.01%
+107
481
$7.64K 0.01%
+53
482
$7.64K 0.01%
+179
483
$7.6K 0.01%
+114
484
$7.6K 0.01%
+186
485
$7.45K 0.01%
+625
486
$7.41K 0.01%
+458
487
$7.37K 0.01%
+199
488
$7.34K 0.01%
+546
489
$7.34K 0.01%
+351
490
$7.32K 0.01%
+1,730
491
$7.26K 0.01%
+407
492
$7.26K 0.01%
+253
493
$7.25K 0.01%
+3,418
494
$7.21K 0.01%
+498
495
$7.17K 0.01%
+300
496
$7.14K 0.01%
+147
497
$7.1K 0.01%
+95
498
$7.07K 0.01%
+1,294
499
$7.07K 0.01%
+25
500
$7.06K 0.01%
+734
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