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
526
$10.5K ﹤0.01%
332
527
$10.5K ﹤0.01%
212
-14
528
$10.4K ﹤0.01%
224
529
$10.4K ﹤0.01%
124
530
$10.3K ﹤0.01%
395
-155
531
$10.2K ﹤0.01%
66
532
$10.2K ﹤0.01%
596
533
$10.2K ﹤0.01%
56
534
$10.2K ﹤0.01%
259
-226
535
$10.1K ﹤0.01%
700
536
$10K ﹤0.01%
207
537
$9.96K ﹤0.01%
162
538
$9.95K ﹤0.01%
5,408
539
$9.78K ﹤0.01%
5,145
540
$9.76K ﹤0.01%
74
-11
541
$9.73K ﹤0.01%
513
542
$9.71K ﹤0.01%
169
543
$9.69K ﹤0.01%
683
544
$9.66K ﹤0.01%
241
545
$9.65K ﹤0.01%
170
546
$9.65K ﹤0.01%
418
547
$9.62K ﹤0.01%
42
548
$9.58K ﹤0.01%
84
-41
549
$9.58K ﹤0.01%
1,000
550
$9.49K ﹤0.01%
60
20 21
22
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