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
676
$4.72K ﹤0.01%
+64
677
$4.71K ﹤0.01%
+19
678
$4.71K ﹤0.01%
+75
679
$4.69K ﹤0.01%
+33
680
$4.69K ﹤0.01%
+168
681
$4.68K ﹤0.01%
+763
682
$4.66K ﹤0.01%
+220
683
$4.65K ﹤0.01%
+80
684
$4.63K ﹤0.01%
+467
685
$4.63K ﹤0.01%
+164
686
$4.63K ﹤0.01%
+93
687
$4.62K ﹤0.01%
+34
688
$4.62K ﹤0.01%
+183
689
$4.61K ﹤0.01%
+206
690
$4.61K ﹤0.01%
+50
691
$4.6K ﹤0.01%
+80
692
$4.6K ﹤0.01%
+305
693
$4.59K ﹤0.01%
+20
694
$4.59K ﹤0.01%
+8
695
$4.57K ﹤0.01%
+56
696
$4.55K ﹤0.01%
+947
697
$4.55K ﹤0.01%
+84
698
$4.54K ﹤0.01%
+60
699
$4.52K ﹤0.01%
+86
700
$4.51K ﹤0.01%
+73
26 27
28
29 30