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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.32M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.35M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2M

Top Sells

1
+$4.22M
2
+$2.05M
3
+$456K
4
IZRL icon
ARK Israel Innovative Technology ETF
IZRL
+$190K
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$161K

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.34K ﹤0.01%
3,059
+2,433
477
$7.32K ﹤0.01%
+4,334
478
$7.3K ﹤0.01%
625
479
$7.3K ﹤0.01%
264
480
$7.29K ﹤0.01%
382
-6
481
$7.26K ﹤0.01%
255
482
$7.24K ﹤0.01%
1,105
-1,489
483
$7.2K ﹤0.01%
33
+10
484
$7.15K ﹤0.01%
82
485
$7.08K ﹤0.01%
42
486
$7.08K ﹤0.01%
27
+15
487
$7.07K ﹤0.01%
393
488
$7.03K ﹤0.01%
147
489
$7.01K ﹤0.01%
25
490
$7K ﹤0.01%
226
+87
491
$7K ﹤0.01%
+65
492
$6.99K ﹤0.01%
180
+47
493
$6.96K ﹤0.01%
72
-2
494
$6.94K ﹤0.01%
241
495
$6.84K ﹤0.01%
+53
496
$6.83K ﹤0.01%
212
497
$6.82K ﹤0.01%
336
498
$6.82K ﹤0.01%
999
499
$6.82K ﹤0.01%
498
500
$6.82K ﹤0.01%
274
18 19
20
21 22