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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$13.9M
3
+$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.06K 0.01%
+45
502
$7.04K 0.01%
+58
503
$7.04K 0.01%
+1,066
504
$6.99K 0.01%
+190
505
$6.98K 0.01%
+51
506
$6.93K 0.01%
+37
507
$6.92K 0.01%
+77
508
$6.91K 0.01%
+15
509
$6.82K 0.01%
+84
510
$6.74K 0.01%
+40
511
$6.68K 0.01%
+368
512
$6.64K ﹤0.01%
+17
513
$6.58K ﹤0.01%
+29
514
$6.57K ﹤0.01%
+87
515
$6.51K ﹤0.01%
+91
516
$6.5K ﹤0.01%
+70
517
$6.44K ﹤0.01%
+106
518
$6.39K ﹤0.01%
+167
519
$6.36K ﹤0.01%
+179
520
$6.33K ﹤0.01%
+48
521
$6.25K ﹤0.01%
+214
522
$6.18K ﹤0.01%
+255
523
$6.17K ﹤0.01%
+104
524
$6.14K ﹤0.01%
+42
525
$6.11K ﹤0.01%
+50
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