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

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

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
601
$5.1K ﹤0.01%
2,309
602
$5.08K ﹤0.01%
+168
603
$5.05K ﹤0.01%
80
604
$5.04K ﹤0.01%
34
+11
605
$5K ﹤0.01%
119
-133
606
$4.99K ﹤0.01%
57
-376
607
$4.97K ﹤0.01%
18
608
$4.96K ﹤0.01%
20
609
$4.95K ﹤0.01%
61
610
$4.95K ﹤0.01%
21
611
$4.95K ﹤0.01%
414
612
$4.94K ﹤0.01%
82
613
$4.94K ﹤0.01%
142
614
$4.93K ﹤0.01%
12
615
$4.91K ﹤0.01%
249
616
$4.91K ﹤0.01%
23
617
$4.9K ﹤0.01%
32
-174
618
$4.88K ﹤0.01%
83
619
$4.86K ﹤0.01%
296
620
$4.86K ﹤0.01%
77
-27
621
$4.85K ﹤0.01%
57
622
$4.83K ﹤0.01%
87
623
$4.82K ﹤0.01%
144
624
$4.82K ﹤0.01%
43
625
$4.81K ﹤0.01%
118
23 24
25
26 27