FFO
Fortitude Family Office Portfolio holdings
AUM
$302M
1-Year Return
14.89%
This Quarter Return
+7.9%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$75.9M
(+43%)
Cap. Flow
+$63.4M
Cap. Flow
% of AUM
25.14%
Top 10 Holdings %
Top 10 Hldgs %
54.29%
Holding
1,299
New
337
Increased
336
Reduced
71
Closed
91
Top Buys
| 1 |
Knight Transportation
KNX
|
+$26.8M |
| 2 |
Apple
AAPL
|
+$1.84M |
| 3 |
Eli Lilly
LLY
|
+$1.45M |
| 4 |
Microsoft
MSFT
|
+$1.29M |
| 5 |
AbbVie
ABBV
|
+$1.22M |
Top Sells
| 1 |
McDonald's
MCD
|
+$1.31M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$733K |
| 3 |
Emerson Electric
EMR
|
+$336K |
| 4 |
Exxon Mobil
XOM
|
+$302K |
| 5 |
Enterprise Products Partners
EPD
|
+$291K |
Sector Composition
| 1 | Technology | 18.53% |
| 2 | Industrials | 12.87% |
| 3 | Financials | 5.3% |
| 4 | Healthcare | 4.61% |
| 5 | Consumer Discretionary | 4.16% |
