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
526
$6.09K ﹤0.01%
+124
527
$6.09K ﹤0.01%
+435
528
$6.08K ﹤0.01%
+153
529
$6.07K ﹤0.01%
+34
530
$6.07K ﹤0.01%
+6
531
$6.05K ﹤0.01%
+953
532
$6.04K ﹤0.01%
+47
533
$6.03K ﹤0.01%
+31
534
$5.97K ﹤0.01%
+138
535
$5.95K ﹤0.01%
+262
536
$5.91K ﹤0.01%
+82
537
$5.89K ﹤0.01%
+87
538
$5.89K ﹤0.01%
+75
539
$5.88K ﹤0.01%
+74
540
$5.87K ﹤0.01%
+58
541
$5.87K ﹤0.01%
+668
542
$5.86K ﹤0.01%
+966
543
$5.86K ﹤0.01%
+27
544
$5.81K ﹤0.01%
+999
545
$5.81K ﹤0.01%
+84
546
$5.81K ﹤0.01%
+118
547
$5.78K ﹤0.01%
+40
548
$5.76K ﹤0.01%
+247
549
$5.76K ﹤0.01%
+42
550
$5.74K ﹤0.01%
+118