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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5.62K ﹤0.01%
140
552
$5.61K ﹤0.01%
38
553
$5.6K ﹤0.01%
32
554
$5.55K ﹤0.01%
84
555
$5.54K ﹤0.01%
43
556
$5.52K ﹤0.01%
79
557
$5.5K ﹤0.01%
424
558
$5.49K ﹤0.01%
44
-48
559
$5.48K ﹤0.01%
15
560
$5.45K ﹤0.01%
27
561
$5.44K ﹤0.01%
111
562
$5.42K ﹤0.01%
82
563
$5.42K ﹤0.01%
+82
564
$5.4K ﹤0.01%
629
+139
565
$5.38K ﹤0.01%
65
566
$5.38K ﹤0.01%
107
567
$5.36K ﹤0.01%
774
568
$5.34K ﹤0.01%
191
569
$5.32K ﹤0.01%
383
570
$5.29K ﹤0.01%
55
571
$5.25K ﹤0.01%
70
572
$5.25K ﹤0.01%
99
573
$5.24K ﹤0.01%
108
574
$5.22K ﹤0.01%
118
575
$5.21K ﹤0.01%
50