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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8.72K ﹤0.01%
25
577
$8.7K ﹤0.01%
1,000
-750
578
$8.66K ﹤0.01%
274
579
$8.65K ﹤0.01%
54
580
$8.6K ﹤0.01%
90
581
$8.58K ﹤0.01%
310
-12
582
$8.54K ﹤0.01%
547
+12
583
$8.45K ﹤0.01%
92
-8
584
$8.43K ﹤0.01%
96
585
$8.41K ﹤0.01%
110
586
$8.41K ﹤0.01%
242
587
$8.39K ﹤0.01%
40
588
$8.38K ﹤0.01%
403
589
$8.36K ﹤0.01%
107
590
$8.36K ﹤0.01%
23
591
$8.33K ﹤0.01%
36
592
$8.31K ﹤0.01%
115
593
$8.29K ﹤0.01%
264
-74
594
$8.27K ﹤0.01%
48
595
$8.27K ﹤0.01%
7
596
$8.2K ﹤0.01%
474
597
$8.18K ﹤0.01%
57
598
$8.15K ﹤0.01%
13
599
$8.1K ﹤0.01%
966
600
$8.08K ﹤0.01%
1,039
22 23
24
25 26