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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7.26K ﹤0.01%
42
627
$7.23K ﹤0.01%
351
628
$7.22K ﹤0.01%
625
-250
629
$7.17K ﹤0.01%
131
630
$7.14K ﹤0.01%
17
631
$7.11K ﹤0.01%
2,117
632
$7.09K ﹤0.01%
57
633
$7.09K ﹤0.01%
27
634
$7.05K ﹤0.01%
49
635
$7K ﹤0.01%
185
636
$7K ﹤0.01%
168
637
$6.97K ﹤0.01%
88
638
$6.96K ﹤0.01%
96
639
$6.94K ﹤0.01%
28
640
$6.94K ﹤0.01%
119
641
$6.92K ﹤0.01%
97
-10
642
$6.86K ﹤0.01%
136
643
$6.83K ﹤0.01%
63
-113
644
$6.81K ﹤0.01%
2,987
645
$6.73K ﹤0.01%
144
646
$6.72K ﹤0.01%
30
647
$6.71K ﹤0.01%
299
648
$6.69K ﹤0.01%
255
649
$6.68K ﹤0.01%
83
650
$6.66K ﹤0.01%
87
24 25
26
27 28