FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.2K ﹤0.01%
104
477
$7.2K ﹤0.01%
31
478
$7.17K ﹤0.01%
58
479
$7.07K ﹤0.01%
70
480
$7K ﹤0.01%
47
481
$6.99K ﹤0.01%
247
482
$6.9K ﹤0.01%
199
483
$6.9K ﹤0.01%
+417
484
$6.88K ﹤0.01%
104
485
$6.88K ﹤0.01%
+3,438
486
$6.87K ﹤0.01%
37
487
$6.81K ﹤0.01%
+218
488
$6.77K ﹤0.01%
147
489
$6.77K ﹤0.01%
668
490
$6.77K ﹤0.01%
51
491
$6.76K ﹤0.01%
92
-102
492
$6.75K ﹤0.01%
407
493
$6.74K ﹤0.01%
82
+29
494
$6.68K ﹤0.01%
17
495
$6.67K ﹤0.01%
241
+174
496
$6.64K ﹤0.01%
41
+19
497
$6.6K ﹤0.01%
999
498
$6.6K ﹤0.01%
51
499
$6.57K ﹤0.01%
80
-317
500
$6.57K ﹤0.01%
140
18 19
20
21 22