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
$176M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.32M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.35M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2M

Top Sells

1
+$4.22M
2
+$2.05M
3
+$456K
4
IZRL icon
ARK Israel Innovative Technology ETF
IZRL
+$190K
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$161K

Sector Composition

1 Technology 21.14%
2 Financials 5.53%
3 Consumer Discretionary 4.12%
4 Healthcare 3.52%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.87K ﹤0.01%
+139
677
$3.85K ﹤0.01%
+194
678
$3.83K ﹤0.01%
65
679
$3.77K ﹤0.01%
105
+4
680
$3.76K ﹤0.01%
1,671
-638
681
$3.75K ﹤0.01%
124
682
$3.71K ﹤0.01%
+65
683
$3.71K ﹤0.01%
38
-4
684
$3.7K ﹤0.01%
83
685
$3.7K ﹤0.01%
59
686
$3.66K ﹤0.01%
31
687
$3.63K ﹤0.01%
63
688
$3.62K ﹤0.01%
11
689
$3.59K ﹤0.01%
107
690
$3.57K ﹤0.01%
12
+6
691
$3.57K ﹤0.01%
199
692
$3.56K ﹤0.01%
380
693
$3.55K ﹤0.01%
66
694
$3.53K ﹤0.01%
+14
695
$3.52K ﹤0.01%
33
696
$3.52K ﹤0.01%
+64
697
$3.51K ﹤0.01%
22
698
$3.51K ﹤0.01%
521
699
$3.49K ﹤0.01%
9
700
$3.48K ﹤0.01%
49
+18
26 27
28
29 30