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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.32M
3 +$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5.69K ﹤0.01%
59
552
$5.67K ﹤0.01%
220
553
$5.64K ﹤0.01%
491
554
$5.62K ﹤0.01%
774
555
$5.62K ﹤0.01%
13
556
$5.6K ﹤0.01%
79
557
$5.59K ﹤0.01%
66
558
$5.53K ﹤0.01%
16
559
$5.52K ﹤0.01%
+414
560
$5.52K ﹤0.01%
108
561
$5.5K ﹤0.01%
32
562
$5.46K ﹤0.01%
28
563
$5.46K ﹤0.01%
111
564
$5.46K ﹤0.01%
55
565
$5.42K ﹤0.01%
42
566
$5.42K ﹤0.01%
32
-16
567
$5.41K ﹤0.01%
42
568
$5.41K ﹤0.01%
223
569
$5.41K ﹤0.01%
113
-220
570
$5.39K ﹤0.01%
+1,563
571
$5.39K ﹤0.01%
80
572
$5.37K ﹤0.01%
236
573
$5.36K ﹤0.01%
118
574
$5.34K ﹤0.01%
99
575
$5.34K ﹤0.01%
383