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
$427M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$7.96M
3 +$5.98M
4
CVX icon
Chevron
CVX
+$5.41M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.61M

Sector Composition

1 Technology 8.15%
2 Industrials 4.37%
3 Financials 4.03%
4 Healthcare 2.49%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CIEN icon
576
Ciena
CIEN
$34.3B
$10.1K ﹤0.01%
43
+3
WYNN icon
577
Wynn Resorts
WYNN
$11.9B
$9.99K ﹤0.01%
83
+14
CTSH icon
578
Cognizant
CTSH
$40.9B
$9.96K ﹤0.01%
120
+1
CPAY icon
579
Corpay
CPAY
$22.4B
$9.93K ﹤0.01%
33
LNG icon
580
Cheniere Energy
LNG
$44.5B
$9.91K ﹤0.01%
51
-15
EQH icon
581
Equitable Holdings
EQH
$13.4B
$9.91K ﹤0.01%
208
+2
MOH icon
582
Molina Healthcare
MOH
$9.84B
$9.89K ﹤0.01%
57
+54
WFRD icon
583
Weatherford International
WFRD
$6.01B
$9.86K ﹤0.01%
126
+5
CHE icon
584
Chemed
CHE
$6.38B
$9.84K ﹤0.01%
23
+21
QLYS icon
585
Qualys
QLYS
$4.83B
$9.84K ﹤0.01%
74
-3
UHS icon
586
Universal Health Services
UHS
$12.5B
$9.81K ﹤0.01%
45
-1
DTE icon
587
DTE Energy
DTE
$28.1B
$9.8K ﹤0.01%
76
-1
EME icon
588
Emcor
EME
$31.3B
$9.79K ﹤0.01%
16
-1
ADSK icon
589
Autodesk
ADSK
$56.3B
$9.77K ﹤0.01%
33
-3
LULU icon
590
lululemon athletica
LULU
$23.7B
$9.77K ﹤0.01%
47
+40
COLB icon
591
Columbia Banking Systems
COLB
$8.65B
$9.67K ﹤0.01%
346
-21
CPB icon
592
Campbell Soup
CPB
$7.78B
$9.67K ﹤0.01%
347
+36
STLD icon
593
Steel Dynamics
STLD
$25.3B
$9.66K ﹤0.01%
57
+2
USFD icon
594
US Foods
USFD
$19.1B
$9.64K ﹤0.01%
128
PSA icon
595
Public Storage
PSA
$51.6B
$9.6K ﹤0.01%
37
RMD icon
596
ResMed
RMD
$37.6B
$9.39K ﹤0.01%
39
-16
RKT icon
597
Rocket Companies
RKT
$65.4B
$9.37K ﹤0.01%
484
-10
CTRE icon
598
CareTrust REIT
CTRE
$8.43B
$9.37K ﹤0.01%
259
HUBB icon
599
Hubbell
HUBB
$26B
$9.33K ﹤0.01%
21
OMF icon
600
OneMain Financial
OMF
$7.7B
$9.32K ﹤0.01%
138
+4