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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13.4K ﹤0.01%
67
477
$13.4K ﹤0.01%
190
478
$13.2K ﹤0.01%
24
479
$13.2K ﹤0.01%
137
480
$13.1K ﹤0.01%
109
481
$12.9K ﹤0.01%
81
-28
482
$12.8K ﹤0.01%
240
483
$12.8K ﹤0.01%
70
484
$12.8K ﹤0.01%
32
485
$12.8K ﹤0.01%
504
486
$12.8K ﹤0.01%
1,313
487
$12.3K ﹤0.01%
113
-97
488
$12.3K ﹤0.01%
1,268
-1,024
489
$12.3K ﹤0.01%
202
490
$12.3K ﹤0.01%
72
-46
491
$12.2K ﹤0.01%
54
492
$12.2K ﹤0.01%
1,152
493
$12.1K ﹤0.01%
257
494
$12K ﹤0.01%
69
495
$12K ﹤0.01%
83
496
$11.9K ﹤0.01%
279
-15
497
$11.9K ﹤0.01%
40
498
$11.8K ﹤0.01%
49
499
$11.7K ﹤0.01%
37
500
$11.7K ﹤0.01%
677
18 19
20
21 22