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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.78K ﹤0.01%
33
627
$4.78K ﹤0.01%
113
628
$4.77K ﹤0.01%
100
629
$4.77K ﹤0.01%
22
630
$4.75K ﹤0.01%
129
631
$4.73K ﹤0.01%
82
632
$4.73K ﹤0.01%
+88
633
$4.71K ﹤0.01%
587
634
$4.68K ﹤0.01%
107
635
$4.68K ﹤0.01%
76
636
$4.67K ﹤0.01%
53
637
$4.66K ﹤0.01%
64
638
$4.65K ﹤0.01%
+203
639
$4.65K ﹤0.01%
19
640
$4.63K ﹤0.01%
27
641
$4.62K ﹤0.01%
124
642
$4.62K ﹤0.01%
414
643
$4.62K ﹤0.01%
168
644
$4.61K ﹤0.01%
196
645
$4.59K ﹤0.01%
+291
646
$4.57K ﹤0.01%
+108
647
$4.56K ﹤0.01%
+3
648
$4.55K ﹤0.01%
206
649
$4.54K ﹤0.01%
23
650
$4.54K ﹤0.01%
119
24 25
26
27 28