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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10.9K ﹤0.01%
167
+101
552
$10.9K ﹤0.01%
37
+13
553
$10.8K ﹤0.01%
60
554
$10.8K ﹤0.01%
257
555
$10.8K ﹤0.01%
25
+13
556
$10.7K ﹤0.01%
54
557
$10.7K ﹤0.01%
40
558
$10.7K ﹤0.01%
171
559
$10.6K ﹤0.01%
67
560
$10.5K ﹤0.01%
13
561
$10.5K ﹤0.01%
7
562
$10.4K ﹤0.01%
86
+21
563
$10.4K ﹤0.01%
500
+118
564
$10.3K ﹤0.01%
125
+74
565
$10.2K ﹤0.01%
56
+13
566
$10.2K ﹤0.01%
40
567
$10.1K ﹤0.01%
28
568
$10.1K ﹤0.01%
90
-333
569
$10.1K ﹤0.01%
683
570
$10.1K ﹤0.01%
1,000
571
$10K ﹤0.01%
+206
572
$10K ﹤0.01%
92
573
$9.96K ﹤0.01%
66
574
$9.89K ﹤0.01%
+1,104
575
$9.87K ﹤0.01%
+496