FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,402
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$3.37M
3 +$863K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$313K
5
ELV icon
Elevance Health
ELV
+$189K

Sector Composition

1 Technology 18.6%
2 Industrials 6.85%
3 Financials 5.67%
4 Consumer Discretionary 4.44%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$18K 0.01%
335
+229
477
$17.9K 0.01%
1,765
478
$17.9K 0.01%
717
+33
479
$17.9K 0.01%
109
+32
480
$17.5K 0.01%
269
+166
481
$17.5K 0.01%
499
+330
482
$17.4K 0.01%
594
+463
483
$17.3K 0.01%
212
+182
484
$17.3K 0.01%
971
485
$17.3K 0.01%
292
486
$17.2K 0.01%
850
487
$17.2K 0.01%
191
488
$17.2K 0.01%
182
489
$17.2K 0.01%
99
490
$17.1K 0.01%
400
491
$17.1K 0.01%
1,503
492
$17.1K 0.01%
213
-101
493
$16.9K 0.01%
2,406
494
$16.9K 0.01%
416
+1
495
$16.8K 0.01%
217
496
$16.7K 0.01%
236
497
$16.6K 0.01%
971
498
$16.6K 0.01%
36
499
$16.5K 0.01%
+204
500
$16.5K 0.01%
541
-170