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
601
$5.29K ﹤0.01%
+28
602
$5.29K ﹤0.01%
+566
603
$5.28K ﹤0.01%
+574
604
$5.27K ﹤0.01%
+231
605
$5.27K ﹤0.01%
+65
606
$5.26K ﹤0.01%
+26
607
$5.24K ﹤0.01%
+51
608
$5.23K ﹤0.01%
+119
609
$5.22K ﹤0.01%
+111
610
$5.2K ﹤0.01%
+149
611
$5.2K ﹤0.01%
+347
612
$5.18K ﹤0.01%
+118
613
$5.17K ﹤0.01%
+23
614
$5.17K ﹤0.01%
+16
615
$5.16K ﹤0.01%
+30
616
$5.14K ﹤0.01%
+414
617
$5.14K ﹤0.01%
+349
618
$5.13K ﹤0.01%
+154
619
$5.12K ﹤0.01%
+133
620
$5.12K ﹤0.01%
+182
621
$5.12K ﹤0.01%
+82
622
$5.11K ﹤0.01%
+303
623
$5.1K ﹤0.01%
+150
624
$5.09K ﹤0.01%
+587
625
$5.08K ﹤0.01%
+165