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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5.46K ﹤0.01%
+43
577
$5.44K ﹤0.01%
+119
578
$5.43K ﹤0.01%
+196
579
$5.43K ﹤0.01%
+61
580
$5.43K ﹤0.01%
+2,309
581
$5.42K ﹤0.01%
+223
582
$5.42K ﹤0.01%
+329
583
$5.42K ﹤0.01%
+144
584
$5.41K ﹤0.01%
+65
585
$5.39K ﹤0.01%
+136
586
$5.39K ﹤0.01%
+11
587
$5.39K ﹤0.01%
+31
588
$5.38K ﹤0.01%
+52
589
$5.38K ﹤0.01%
+59
590
$5.37K ﹤0.01%
+610
591
$5.37K ﹤0.01%
+139
592
$5.37K ﹤0.01%
+497
593
$5.36K ﹤0.01%
+191
594
$5.35K ﹤0.01%
+18
595
$5.35K ﹤0.01%
+53
596
$5.33K ﹤0.01%
+104
597
$5.32K ﹤0.01%
+42
598
$5.31K ﹤0.01%
+108
599
$5.3K ﹤0.01%
+156
600
$5.3K ﹤0.01%
+74