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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.6K ﹤0.01%
80
-90
527
$10.6K ﹤0.01%
1,156
528
$10.6K ﹤0.01%
+74
529
$10.6K ﹤0.01%
235
+23
530
$10.5K ﹤0.01%
+243
531
$10.5K ﹤0.01%
114
+7
532
$10.5K ﹤0.01%
306
+259
533
$10.5K ﹤0.01%
53
+13
534
$10.4K ﹤0.01%
241
+56
535
$10.4K ﹤0.01%
68
+2
536
$10.4K ﹤0.01%
117
-823
537
$10.4K ﹤0.01%
134
+2
538
$10.4K ﹤0.01%
257
+16
539
$10.4K ﹤0.01%
60
-76
540
$10.3K ﹤0.01%
102
-149
541
$10.3K ﹤0.01%
169
542
$10.3K ﹤0.01%
+74
543
$10.2K ﹤0.01%
40
+12
544
$10.2K ﹤0.01%
132
+53
545
$10.2K ﹤0.01%
91
+21
546
$10.1K ﹤0.01%
94
+10
547
$10.1K ﹤0.01%
+138
548
$9.99K ﹤0.01%
193
+49
549
$9.99K ﹤0.01%
5
+2
550
$9.94K ﹤0.01%
69
+18
20 21
22
23 24