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
651
$4.85K ﹤0.01%
+78
652
$4.85K ﹤0.01%
+490
653
$4.84K ﹤0.01%
+70
654
$4.84K ﹤0.01%
+42
655
$4.83K ﹤0.01%
+129
656
$4.82K ﹤0.01%
+28
657
$4.82K ﹤0.01%
+32
658
$4.82K ﹤0.01%
+236
659
$4.82K ﹤0.01%
+83
660
$4.82K ﹤0.01%
+87
661
$4.81K ﹤0.01%
+57
662
$4.81K ﹤0.01%
+53
663
$4.81K ﹤0.01%
+80
664
$4.8K ﹤0.01%
+79
665
$4.79K ﹤0.01%
+689
666
$4.79K ﹤0.01%
+63
667
$4.78K ﹤0.01%
+100
668
$4.76K ﹤0.01%
+79
669
$4.76K ﹤0.01%
+83
670
$4.75K ﹤0.01%
+334
671
$4.74K ﹤0.01%
+108
672
$4.73K ﹤0.01%
+320
673
$4.73K ﹤0.01%
+84
674
$4.72K ﹤0.01%
+21
675
$4.72K ﹤0.01%
+100
25 26
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