FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.32M
3 +$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$6.04K ﹤0.01%
23
527
$6.04K ﹤0.01%
24
528
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70
529
$6.01K ﹤0.01%
977
530
$5.99K ﹤0.01%
23
531
$5.98K ﹤0.01%
149
532
$5.96K ﹤0.01%
12
533
$5.94K ﹤0.01%
30
534
$5.93K ﹤0.01%
80
535
$5.92K ﹤0.01%
70
536
$5.89K ﹤0.01%
49
537
$5.89K ﹤0.01%
136
538
$5.85K ﹤0.01%
966
539
$5.85K ﹤0.01%
154
540
$5.84K ﹤0.01%
32
541
$5.8K ﹤0.01%
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542
$5.8K ﹤0.01%
38
-15
543
$5.79K ﹤0.01%
1,020
+101
544
$5.77K ﹤0.01%
144
545
$5.77K ﹤0.01%
8
546
$5.75K ﹤0.01%
11
547
$5.75K ﹤0.01%
84
548
$5.75K ﹤0.01%
264
549
$5.74K ﹤0.01%
81
550
$5.71K ﹤0.01%
1,286