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
601
$8.02K ﹤0.01%
154
602
$8.01K ﹤0.01%
31
603
$7.94K ﹤0.01%
37
604
$7.83K ﹤0.01%
82
605
$7.82K ﹤0.01%
53
606
$7.82K ﹤0.01%
81
607
$7.77K ﹤0.01%
104
608
$7.71K ﹤0.01%
147
609
$7.7K ﹤0.01%
1,145
610
$7.69K ﹤0.01%
34
611
$7.68K ﹤0.01%
52
612
$7.67K ﹤0.01%
62
613
$7.63K ﹤0.01%
150
-154
614
$7.63K ﹤0.01%
876
615
$7.6K ﹤0.01%
35
616
$7.59K ﹤0.01%
119
617
$7.54K ﹤0.01%
83
618
$7.5K ﹤0.01%
292
619
$7.48K ﹤0.01%
199
620
$7.42K ﹤0.01%
81
621
$7.41K ﹤0.01%
180
-590
622
$7.33K ﹤0.01%
65
623
$7.31K ﹤0.01%
50
-250
624
$7.31K ﹤0.01%
30
-7
625
$7.29K ﹤0.01%
120
23 24
25
26 27