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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$1.84M
3 +$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1 +$1.31M
2 +$733K
3 +$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9.86K ﹤0.01%
83
+41
577
$9.85K ﹤0.01%
36
578
$9.77K ﹤0.01%
+3,150
579
$9.75K ﹤0.01%
37
+6
580
$9.72K ﹤0.01%
+5
581
$9.69K ﹤0.01%
298
+281
582
$9.68K ﹤0.01%
45
583
$9.6K ﹤0.01%
+100
584
$9.56K ﹤0.01%
498
585
$9.53K ﹤0.01%
117
+10
586
$9.52K ﹤0.01%
38
587
$9.49K ﹤0.01%
+372
588
$9.49K ﹤0.01%
104
589
$9.43K ﹤0.01%
130
590
$9.4K ﹤0.01%
207
591
$9.38K ﹤0.01%
319
+93
592
$9.29K ﹤0.01%
60
+20
593
$9.22K ﹤0.01%
40
+7
594
$9.21K ﹤0.01%
70
595
$9.18K ﹤0.01%
107
-37
596
$9.11K ﹤0.01%
68
+35
597
$9K ﹤0.01%
+175
598
$8.93K ﹤0.01%
190
599
$8.9K ﹤0.01%
85
600
$8.85K ﹤0.01%
24