FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DD icon
576
DuPont de Nemours
DD
$19.1B
$12.2K ﹤0.01%
267
+125
PPG icon
577
PPG Industries
PPG
$24.8B
$12.2K ﹤0.01%
114
+57
SNX icon
578
TD Synnex
SNX
$17.3B
$12.1K ﹤0.01%
72
+39
ACT icon
579
Enact Holdings
ACT
$6.1B
$12.1K ﹤0.01%
297
+38
DKS icon
580
Dick's Sporting Goods
DKS
$20.4B
$12.1K ﹤0.01%
61
+31
EXE
581
Expand Energy Corp
EXE
$22.7B
$12.1K ﹤0.01%
110
+82
BTU icon
582
Peabody Energy
BTU
$3.38B
$12.1K ﹤0.01%
366
+109
LYV icon
583
Live Nation Entertainment
LYV
$36B
$12K ﹤0.01%
79
+40
FE icon
584
FirstEnergy
FE
$28.1B
$12K ﹤0.01%
237
+162
UHS icon
585
Universal Health Services
UHS
$10.9B
$12K ﹤0.01%
67
+22
AGX icon
586
Argan
AGX
$8.58B
$12K ﹤0.01%
22
+9
CENX icon
587
Century Aluminum
CENX
$6.24B
$11.9K ﹤0.01%
203
+79
CHTR icon
588
Charter Communications
CHTR
$30.2B
$11.9K ﹤0.01%
55
+32
JLL icon
589
Jones Lang LaSalle
JLL
$16B
$11.9K ﹤0.01%
39
IXUS icon
590
iShares Core MSCI Total International Stock ETF
IXUS
$56.1B
$11.9K ﹤0.01%
137
RRC icon
591
Range Resources
RRC
$9.81B
$11.8K ﹤0.01%
262
+113
ECG
592
Everus Construction Group
ECG
$6.59B
$11.8K ﹤0.01%
100
+34
ES icon
593
Eversource Energy
ES
$25.1B
$11.7K ﹤0.01%
169
+105
NDSN icon
594
Nordson
NDSN
$15.8B
$11.7K ﹤0.01%
44
+25
RL icon
595
Ralph Lauren
RL
$23.4B
$11.7K ﹤0.01%
34
+20
DVA icon
596
DaVita
DVA
$10B
$11.7K ﹤0.01%
76
+48
RMD icon
597
ResMed
RMD
$32.2B
$11.7K ﹤0.01%
52
+13
BWA icon
598
BorgWarner
BWA
$11.3B
$11.7K ﹤0.01%
215
+136
AXON icon
599
Axon Enterprise
AXON
$32.6B
$11.5K ﹤0.01%
27
+7
IVOO icon
600
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.4B
$11.4K ﹤0.01%
100