FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZM icon
626
Zoom
ZM
$27.1B
$10.9K ﹤0.01%
135
+68
KMB icon
627
Kimberly-Clark
KMB
$32.1B
$10.8K ﹤0.01%
112
+98
KNSA icon
628
Kiniksa Pharmaceuticals
KNSA
$3.25B
$10.8K ﹤0.01%
224
-25
ILMN icon
629
Illumina
ILMN
$19.8B
$10.7K ﹤0.01%
87
+7
LII icon
630
Lennox International
LII
$17.2B
$10.7K ﹤0.01%
23
+15
MLI icon
631
Mueller Industries
MLI
$14.9B
$10.6K ﹤0.01%
96
+52
KVUE icon
632
Kenvue
KVUE
$33.2B
$10.6K ﹤0.01%
616
-51
MOD icon
633
Modine Manufacturing
MOD
$13.3B
$10.6K ﹤0.01%
49
+15
CMG icon
634
Chipotle Mexican Grill
CMG
$45.7B
$10.6K ﹤0.01%
330
+3
HBAN icon
635
Huntington Bancshares
HBAN
$34.3B
$10.6K ﹤0.01%
675
+288
AOA icon
636
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.01B
$10.5K ﹤0.01%
119
CDE icon
637
Coeur Mining
CDE
$20B
$10.5K ﹤0.01%
561
+258
IESC icon
638
IES Holdings
IESC
$11.6B
$10.5K ﹤0.01%
22
+15
IVZ icon
639
Invesco
IVZ
$11.4B
$10.4K ﹤0.01%
430
+118
ELAN icon
640
Elanco Animal Health
ELAN
$11.2B
$10.4K ﹤0.01%
435
+238
VNQ icon
641
Vanguard Real Estate ETF
VNQ
$36.4B
$10.4K ﹤0.01%
117
IP icon
642
International Paper
IP
$17.6B
$10.4K ﹤0.01%
290
+183
CSL icon
643
Carlisle Companies
CSL
$14.5B
$10.3K ﹤0.01%
31
+27
NTAP icon
644
NetApp
NTAP
$22.1B
$10.3K ﹤0.01%
101
+38
BBY icon
645
Best Buy
BBY
$13.9B
$10.3K ﹤0.01%
161
+69
ROL icon
646
Rollins
ROL
$26.7B
$10.3K ﹤0.01%
193
+91
ORI icon
647
Old Republic International
ORI
$10.2B
$10.3K ﹤0.01%
258
+111
W icon
648
Wayfair
W
$10.5B
$10.2K ﹤0.01%
136
+16
BW icon
649
Babcock & Wilcox
BW
$2.16B
$10.2K ﹤0.01%
696
+84
PR icon
650
Permian Resources
PR
$17.1B
$10.2K ﹤0.01%
477
+302