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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15.2K 0.01%
69
477
$15.2K 0.01%
90
478
$15K 0.01%
228
-35
479
$15K 0.01%
167
480
$15K 0.01%
+1,347
481
$14.9K 0.01%
1,750
+750
482
$14.9K 0.01%
28
+1
483
$14.8K 0.01%
+2,577
484
$14.8K 0.01%
207
485
$14.7K 0.01%
157
+10
486
$14.7K 0.01%
31
487
$14.7K 0.01%
166
488
$14.5K 0.01%
+1,000
489
$14.4K 0.01%
50
490
$14.4K 0.01%
131
+21
491
$14.3K 0.01%
584
+142
492
$14.2K 0.01%
+176
493
$14.1K 0.01%
113
494
$14.1K 0.01%
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495
$14K 0.01%
+738
496
$14K 0.01%
65
497
$13.9K 0.01%
+320
498
$13.9K 0.01%
388
+333
499
$13.8K 0.01%
+224
500
$13.7K 0.01%
257