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
651
$7.32K ﹤0.01%
30
652
$7.29K ﹤0.01%
62
653
$7.29K ﹤0.01%
23
-6
654
$7.25K ﹤0.01%
+12
655
$7.17K ﹤0.01%
42
656
$7.15K ﹤0.01%
32
657
$7.15K ﹤0.01%
407
658
$7.14K ﹤0.01%
49
659
$7.13K ﹤0.01%
+170
660
$7.13K ﹤0.01%
+277
661
$7.09K ﹤0.01%
+27
662
$7.08K ﹤0.01%
52
663
$7.07K ﹤0.01%
+74
664
$7.06K ﹤0.01%
157
665
$6.97K ﹤0.01%
34
666
$6.94K ﹤0.01%
81
667
$6.93K ﹤0.01%
+505
668
$6.92K ﹤0.01%
393
669
$6.91K ﹤0.01%
73
+44
670
$6.91K ﹤0.01%
90
671
$6.89K ﹤0.01%
1,105
672
$6.87K ﹤0.01%
+1,833
673
$6.8K ﹤0.01%
474
674
$6.79K ﹤0.01%
17
675
$6.79K ﹤0.01%
59
+1
25 26
27
28 29