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
601
$8.79K ﹤0.01%
240
+86
602
$8.79K ﹤0.01%
242
603
$8.78K ﹤0.01%
428
604
$8.74K ﹤0.01%
66
605
$8.7K ﹤0.01%
+173
606
$8.68K ﹤0.01%
+110
607
$8.67K ﹤0.01%
62
608
$8.59K ﹤0.01%
17
609
$8.52K ﹤0.01%
626
-863
610
$8.51K ﹤0.01%
+131
611
$8.42K ﹤0.01%
59
612
$8.42K ﹤0.01%
84
613
$8.38K ﹤0.01%
83
614
$8.35K ﹤0.01%
241
615
$8.33K ﹤0.01%
37
616
$8.32K ﹤0.01%
191
617
$8.32K ﹤0.01%
31
+10
618
$8.32K ﹤0.01%
9
619
$8.29K ﹤0.01%
+524
620
$8.29K ﹤0.01%
124
+96
621
$8.28K ﹤0.01%
+335
622
$8.15K ﹤0.01%
104
+20
623
$8.13K ﹤0.01%
+233
624
$8.11K ﹤0.01%
97
625
$8.09K ﹤0.01%
179
-5,157