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
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,402
New
Increased
Reduced
Closed

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
501
$16.4K 0.01%
88
502
$16.3K 0.01%
67
503
$16.2K 0.01%
88
504
$16.2K 0.01%
107
505
$16.2K 0.01%
72
506
$16K 0.01%
103
507
$15.9K 0.01%
153
+80
508
$15.9K 0.01%
1,750
509
$15.7K 0.01%
677
+17
510
$15.6K 0.01%
199
511
$15.5K 0.01%
+310
512
$15.5K 0.01%
185
-4
513
$15.5K 0.01%
590
514
$15.4K 0.01%
126
-33
515
$15.4K 0.01%
637
516
$15.4K 0.01%
131
517
$15.3K 0.01%
558
518
$15.3K 0.01%
9
+1
519
$15.3K 0.01%
2,189
+1,420
520
$15.1K 0.01%
285
521
$15.1K 0.01%
130
522
$15.1K 0.01%
87
523
$15.1K 0.01%
1,819
524
$14.9K 0.01%
550
+357
525
$14.8K 0.01%
205