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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8.63K ﹤0.01%
114
-192
602
$8.62K ﹤0.01%
188
-66
603
$8.61K ﹤0.01%
50
+26
604
$8.58K ﹤0.01%
110
+23
605
$8.58K ﹤0.01%
+16
606
$8.54K ﹤0.01%
202
-215
607
$8.53K ﹤0.01%
2,415
-1
608
$8.53K ﹤0.01%
+1,570
609
$8.52K ﹤0.01%
+86
610
$8.48K ﹤0.01%
251
-1,956
611
$8.45K ﹤0.01%
42
612
$8.41K ﹤0.01%
130
-307
613
$8.39K ﹤0.01%
128
+102
614
$8.38K ﹤0.01%
301
+70
615
$8.33K ﹤0.01%
46
+14
616
$8.32K ﹤0.01%
934
-105
617
$8.3K ﹤0.01%
161
-1,319
618
$8.28K ﹤0.01%
33
-35
619
$8.27K ﹤0.01%
104
-37
620
$8.26K ﹤0.01%
46
+16
621
$8.26K ﹤0.01%
56
-4
622
$8.25K ﹤0.01%
22
+14
623
$8.22K ﹤0.01%
442
-897
624
$8.22K ﹤0.01%
121
+50
625
$8.19K ﹤0.01%
195
-17
23 24
25
26 27