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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$11.9K ﹤0.01%
+1,156
527
$11.8K ﹤0.01%
318
-100
528
$11.8K ﹤0.01%
49
529
$11.8K ﹤0.01%
+238
530
$11.8K ﹤0.01%
37
531
$11.8K ﹤0.01%
596
+119
532
$11.7K ﹤0.01%
637
533
$11.7K ﹤0.01%
287
+163
534
$11.7K ﹤0.01%
+117
535
$11.7K ﹤0.01%
205
+52
536
$11.6K ﹤0.01%
971
537
$11.5K ﹤0.01%
+86
538
$11.5K ﹤0.01%
253
539
$11.3K ﹤0.01%
+3,229
540
$11.3K ﹤0.01%
+447
541
$11.3K ﹤0.01%
423
+71
542
$11.2K ﹤0.01%
94
+56
543
$11.1K ﹤0.01%
1,093
544
$11.1K ﹤0.01%
310
545
$11.1K ﹤0.01%
32
546
$11K ﹤0.01%
6
547
$11K ﹤0.01%
1,066
548
$10.9K ﹤0.01%
+46
549
$10.9K ﹤0.01%
39
+27
550
$10.9K ﹤0.01%
875
+250