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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8.19K ﹤0.01%
146
+11
627
$8.17K ﹤0.01%
278
+47
628
$8.17K ﹤0.01%
20
+5
629
$8.13K ﹤0.01%
221
-32
630
$8.11K ﹤0.01%
18
+6
631
$8.11K ﹤0.01%
131
+78
632
$8.08K ﹤0.01%
327
+29
633
$8.03K ﹤0.01%
625
634
$8.02K ﹤0.01%
+15
635
$8.01K ﹤0.01%
+42
636
$7.99K ﹤0.01%
70
+19
637
$7.9K ﹤0.01%
62
+12
638
$7.85K ﹤0.01%
+79
639
$7.84K ﹤0.01%
+63
640
$7.84K ﹤0.01%
57
641
$7.8K ﹤0.01%
448
-523
642
$7.77K ﹤0.01%
+216
643
$7.73K ﹤0.01%
45
+11
644
$7.7K ﹤0.01%
66
+51
645
$7.69K ﹤0.01%
255
646
$7.65K ﹤0.01%
55
+2
647
$7.64K ﹤0.01%
134
+26
648
$7.6K ﹤0.01%
77
-1,003
649
$7.5K ﹤0.01%
+397
650
$7.5K ﹤0.01%
99
+2
24 25
26
27 28