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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$13.9M
3
+$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.06K ﹤0.01%
+38
627
$5.06K ﹤0.01%
+81
628
$5.04K ﹤0.01%
+142
629
$5.04K ﹤0.01%
+114
630
$5.03K ﹤0.01%
+459
631
$5.03K ﹤0.01%
+303
632
$5.03K ﹤0.01%
+66
633
$5.01K ﹤0.01%
+159
634
$5.01K ﹤0.01%
+51
635
$5K ﹤0.01%
+17
636
$4.99K ﹤0.01%
+820
637
$4.99K ﹤0.01%
+144
638
$4.99K ﹤0.01%
+97
639
$4.98K ﹤0.01%
+274
640
$4.96K ﹤0.01%
+23
641
$4.96K ﹤0.01%
+441
642
$4.95K ﹤0.01%
+97
643
$4.95K ﹤0.01%
+12
644
$4.93K ﹤0.01%
+33
645
$4.93K ﹤0.01%
+15
646
$4.92K ﹤0.01%
+55
647
$4.91K ﹤0.01%
+23
648
$4.91K ﹤0.01%
+76
649
$4.91K ﹤0.01%
+133
650
$4.88K ﹤0.01%
+32
24 25
26
27 28