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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9.45K ﹤0.01%
70
552
$9.44K ﹤0.01%
94
553
$9.36K ﹤0.01%
85
554
$9.33K ﹤0.01%
66
555
$9.23K ﹤0.01%
132
556
$9.18K ﹤0.01%
372
557
$9.17K ﹤0.01%
1,671
558
$9.17K ﹤0.01%
162
559
$9.16K ﹤0.01%
104
-54
560
$9.15K ﹤0.01%
18
-7
561
$9.13K ﹤0.01%
27
562
$9.1K ﹤0.01%
40
563
$9.06K ﹤0.01%
670
564
$9.02K ﹤0.01%
78
-8
565
$9.01K ﹤0.01%
360
566
$8.96K ﹤0.01%
152
567
$8.95K ﹤0.01%
253
568
$8.94K ﹤0.01%
17
569
$8.93K ﹤0.01%
298
570
$8.91K ﹤0.01%
60
-10
571
$8.87K ﹤0.01%
38
572
$8.79K ﹤0.01%
135
-74
573
$8.77K ﹤0.01%
90
574
$8.75K ﹤0.01%
583
-1,573
575
$8.75K ﹤0.01%
50
21 22
23
24 25