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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5.7K ﹤0.01%
+90
552
$5.7K ﹤0.01%
+140
553
$5.69K ﹤0.01%
+23
554
$5.68K ﹤0.01%
+90
555
$5.68K ﹤0.01%
+9
556
$5.67K ﹤0.01%
+637
557
$5.65K ﹤0.01%
+214
558
$5.65K ﹤0.01%
+1,286
559
$5.64K ﹤0.01%
+49
560
$5.63K ﹤0.01%
+491
561
$5.6K ﹤0.01%
+23
562
$5.58K ﹤0.01%
+22
563
$5.57K ﹤0.01%
+13
564
$5.55K ﹤0.01%
+323
565
$5.53K ﹤0.01%
+774
566
$5.52K ﹤0.01%
+128
567
$5.52K ﹤0.01%
+357
568
$5.52K ﹤0.01%
+82
569
$5.52K ﹤0.01%
+95
570
$5.5K ﹤0.01%
+154
571
$5.5K ﹤0.01%
+474
572
$5.49K ﹤0.01%
+264
573
$5.48K ﹤0.01%
+336
574
$5.47K ﹤0.01%
+62
575
$5.46K ﹤0.01%
+38