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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6.06K ﹤0.01%
42
-4
677
$6.02K ﹤0.01%
23
678
$6.01K ﹤0.01%
32
679
$6.01K ﹤0.01%
498
680
$5.97K ﹤0.01%
80
681
$5.92K ﹤0.01%
5,152
682
$5.91K ﹤0.01%
53
-139
683
$5.9K ﹤0.01%
125
-429
684
$5.89K ﹤0.01%
36
685
$5.88K ﹤0.01%
118
686
$5.85K ﹤0.01%
59
687
$5.83K ﹤0.01%
19
688
$5.76K ﹤0.01%
4,539
689
$5.73K ﹤0.01%
157
690
$5.72K ﹤0.01%
231
691
$5.72K ﹤0.01%
108
692
$5.66K ﹤0.01%
10
693
$5.65K ﹤0.01%
17
694
$5.61K ﹤0.01%
3
695
$5.61K ﹤0.01%
251
696
$5.6K ﹤0.01%
124
697
$5.6K ﹤0.01%
1,490
698
$5.59K ﹤0.01%
207
699
$5.58K ﹤0.01%
393
700
$5.57K ﹤0.01%
149
26 27
28
29 30