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
501
$11.6K ﹤0.01%
738
502
$11.6K ﹤0.01%
141
503
$11.6K ﹤0.01%
200
504
$11.6K ﹤0.01%
212
505
$11.5K ﹤0.01%
189
506
$11.4K ﹤0.01%
1,393
507
$11.4K ﹤0.01%
558
508
$11.4K ﹤0.01%
62
509
$11.3K ﹤0.01%
167
510
$11.2K ﹤0.01%
1,000
511
$11.2K ﹤0.01%
1,156
512
$11.1K ﹤0.01%
120
+63
513
$11.1K ﹤0.01%
6
514
$11.1K ﹤0.01%
191
515
$11.1K ﹤0.01%
37
516
$10.9K ﹤0.01%
84
517
$10.8K ﹤0.01%
147
-500
518
$10.8K ﹤0.01%
162
-107
519
$10.8K ﹤0.01%
59
520
$10.7K ﹤0.01%
1,462
521
$10.7K ﹤0.01%
678
522
$10.6K ﹤0.01%
48
523
$10.6K ﹤0.01%
141
524
$10.5K ﹤0.01%
793
525
$10.5K ﹤0.01%
498
19 20
21
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