FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVRG icon
551
Evergy
EVRG
$18.3B
$13.4K ﹤0.01%
163
+68
WTRG icon
552
Essential Utilities
WTRG
$11.1B
$13.3K ﹤0.01%
330
+188
AIZ icon
553
Assurant
AIZ
$11.4B
$13.3K ﹤0.01%
61
+13
HIMS icon
554
Hims & Hers Health
HIMS
$6.61B
$13.2K ﹤0.01%
637
UNM icon
555
Unum
UNM
$12.7B
$13.2K ﹤0.01%
181
+73
BDX icon
556
Becton Dickinson
BDX
$44.6B
$13.2K ﹤0.01%
84
+48
ARW icon
557
Arrow Electronics
ARW
$9.1B
$13.2K ﹤0.01%
92
+30
GAP
558
The Gap Inc
GAP
$9.74B
$13.2K ﹤0.01%
544
+118
HPE icon
559
Hewlett Packard
HPE
$37.8B
$13.1K ﹤0.01%
552
+257
ALB icon
560
Albemarle
ALB
$22.9B
$13.1K ﹤0.01%
73
+38
CACI icon
561
CACI
CACI
$11.4B
$13.1K ﹤0.01%
24
+11
KDP icon
562
Keurig Dr Pepper
KDP
$35.9B
$13K ﹤0.01%
495
+394
NDAQ icon
563
Nasdaq
NDAQ
$49.8B
$12.9K ﹤0.01%
152
-102
DXCM icon
564
DexCom
DXCM
$24.5B
$12.9K ﹤0.01%
205
+135
LQDA icon
565
Liquidia Corp
LQDA
$3.19B
$12.8K ﹤0.01%
339
-59
ONTF
566
DELISTED
ON24
ONTF
$12.7K ﹤0.01%
1,570
NFG icon
567
National Fuel Gas
NFG
$8.2B
$12.7K ﹤0.01%
135
+31
BIIB icon
568
Biogen
BIIB
$27.3B
$12.7K ﹤0.01%
69
+37
CLH icon
569
Clean Harbors
CLH
$16.3B
$12.6K ﹤0.01%
44
+30
CPRT icon
570
Copart
CPRT
$32.4B
$12.6K ﹤0.01%
380
-186
COLB icon
571
Columbia Banking Systems
COLB
$8.44B
$12.5K ﹤0.01%
454
+108
FFIV icon
572
F5
FFIV
$17.8B
$12.4K ﹤0.01%
43
+21
AMCR icon
573
Amcor
AMCR
$18.6B
$12.4K ﹤0.01%
+311
RKLB icon
574
Rocket Lab Corp
RKLB
$52B
$12.3K ﹤0.01%
192
+93
WST icon
575
West Pharmaceutical
WST
$19.8B
$12.3K ﹤0.01%
49
+17