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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.32M
3 +$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5.32K ﹤0.01%
17
577
$5.31K ﹤0.01%
50
578
$5.31K ﹤0.01%
31
579
$5.31K ﹤0.01%
34
580
$5.3K ﹤0.01%
+424
581
$5.29K ﹤0.01%
107
582
$5.28K ﹤0.01%
17
583
$5.27K ﹤0.01%
156
584
$5.25K ﹤0.01%
+10
585
$5.24K ﹤0.01%
40
586
$5.23K ﹤0.01%
51
587
$5.22K ﹤0.01%
114
588
$5.18K ﹤0.01%
133
589
$5.17K ﹤0.01%
231
590
$5.17K ﹤0.01%
72
-23
591
$5.17K ﹤0.01%
231
592
$5.16K ﹤0.01%
134
+117
593
$5.15K ﹤0.01%
97
594
$5.14K ﹤0.01%
329
595
$5.14K ﹤0.01%
191
596
$5.13K ﹤0.01%
349
597
$5.13K ﹤0.01%
53
598
$5.12K ﹤0.01%
118
599
$5.12K ﹤0.01%
74
600
$5.12K ﹤0.01%
199
+37