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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.04K ﹤0.01%
255
627
$8.04K ﹤0.01%
966
628
$7.95K ﹤0.01%
40
629
$7.95K ﹤0.01%
27
630
$7.92K ﹤0.01%
+158
631
$7.88K ﹤0.01%
51
632
$7.88K ﹤0.01%
18
+9
633
$7.82K ﹤0.01%
25
634
$7.79K ﹤0.01%
+189
635
$7.75K ﹤0.01%
53
636
$7.74K ﹤0.01%
351
637
$7.72K ﹤0.01%
336
+20
638
$7.69K ﹤0.01%
274
639
$7.65K ﹤0.01%
+47
640
$7.59K ﹤0.01%
+88
641
$7.55K ﹤0.01%
28
642
$7.52K ﹤0.01%
147
643
$7.5K ﹤0.01%
+339
644
$7.47K ﹤0.01%
191
645
$7.43K ﹤0.01%
+103
646
$7.41K ﹤0.01%
36
+4
647
$7.37K ﹤0.01%
+139
648
$7.35K ﹤0.01%
303
-1,209
649
$7.34K ﹤0.01%
76
650
$7.33K ﹤0.01%
32
24 25
26
27 28