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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9.94K ﹤0.01%
138
+7
552
$9.91K ﹤0.01%
38
553
$9.9K ﹤0.01%
292
554
$9.89K ﹤0.01%
+213
555
$9.86K ﹤0.01%
452
+101
556
$9.86K ﹤0.01%
128
+29
557
$9.86K ﹤0.01%
38
+8
558
$9.85K ﹤0.01%
122
+43
559
$9.85K ﹤0.01%
113
-226
560
$9.81K ﹤0.01%
24
+14
561
$9.77K ﹤0.01%
42
-46
562
$9.75K ﹤0.01%
1,000
563
$9.74K ﹤0.01%
17
+11
564
$9.74K ﹤0.01%
700
565
$9.73K ﹤0.01%
19
+10
566
$9.62K ﹤0.01%
61
+21
567
$9.62K ﹤0.01%
259
+17
568
$9.61K ﹤0.01%
249
+81
569
$9.53K ﹤0.01%
64
+12
570
$9.53K ﹤0.01%
59
+47
571
$9.53K ﹤0.01%
227
-37
572
$9.52K ﹤0.01%
28
+5
573
$9.51K ﹤0.01%
13
+4
574
$9.46K ﹤0.01%
82
575
$9.45K ﹤0.01%
18
-36
21 22
23
24 25