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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.25K ﹤0.01%
+38
677
$4.24K ﹤0.01%
82
678
$4.23K ﹤0.01%
953
679
$4.22K ﹤0.01%
70
-25
680
$4.17K ﹤0.01%
159
681
$4.17K ﹤0.01%
71
682
$4.17K ﹤0.01%
140
683
$4.14K ﹤0.01%
+114
684
$4.14K ﹤0.01%
106
-118
685
$4.13K ﹤0.01%
167
686
$4.08K ﹤0.01%
31
687
$4.07K ﹤0.01%
130
688
$4.06K ﹤0.01%
+119
689
$3.99K ﹤0.01%
30
690
$3.96K ﹤0.01%
116
-146
691
$3.96K ﹤0.01%
139
-217
692
$3.95K ﹤0.01%
521
+321
693
$3.89K ﹤0.01%
490
694
$3.86K ﹤0.01%
9
695
$3.86K ﹤0.01%
+51
696
$3.85K ﹤0.01%
12
697
$3.82K ﹤0.01%
29
-11
698
$3.8K ﹤0.01%
59
699
$3.77K ﹤0.01%
345
-600
700
$3.77K ﹤0.01%
24
26 27
28
29 30