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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMCR icon
701
Amcor
AMCR
$19.5B
$6.76K ﹤0.01%
826
-112
RIOT icon
702
Riot Platforms
RIOT
$5.82B
$6.76K ﹤0.01%
355
+50
BBY icon
703
Best Buy
BBY
$15.6B
$6.73K ﹤0.01%
89
-4
D icon
704
Dominion Energy
D
$51.3B
$6.73K ﹤0.01%
110
DG icon
705
Dollar General
DG
$24.2B
$6.72K ﹤0.01%
65
+20
IBN icon
706
ICICI Bank
IBN
$110B
$6.71K ﹤0.01%
222
ALLY icon
707
Ally Financial
ALLY
$12.9B
$6.7K ﹤0.01%
171
MKC icon
708
McCormick & Company Non-Voting
MKC
$17.2B
$6.69K ﹤0.01%
100
+17
OMC icon
709
Omnicom Group
OMC
$22.5B
$6.68K ﹤0.01%
82
+3
FITB icon
710
Fifth Third Bancorp
FITB
$29.7B
$6.64K ﹤0.01%
149
TGT icon
711
Target
TGT
$41.2B
$6.64K ﹤0.01%
74
-3
EXPD icon
712
Expeditors International
EXPD
$19.8B
$6.62K ﹤0.01%
54
+3
UPST icon
713
Upstart Holdings
UPST
$4.41B
$6.6K ﹤0.01%
130
CUBI icon
714
Customers Bancorp
CUBI
$2.42B
$6.6K ﹤0.01%
101
BTU icon
715
Peabody Energy
BTU
$3.58B
$6.58K ﹤0.01%
248
GPI icon
716
Group 1 Automotive
GPI
$4.95B
$6.56K ﹤0.01%
15
MTG icon
717
MGIC Investment
MTG
$6.33B
$6.55K ﹤0.01%
231
-70
OVV icon
718
Ovintiv
OVV
$10.7B
$6.54K ﹤0.01%
162
+11
RELX icon
719
RELX
RELX
$73.1B
$6.5K ﹤0.01%
136
IVZ icon
720
Invesco
IVZ
$10.9B
$6.49K ﹤0.01%
283
+12
BKU icon
721
Bankunited
BKU
$3.35B
$6.49K ﹤0.01%
170
LC icon
722
LendingClub
LC
$2.17B
$6.44K ﹤0.01%
424
MRCY icon
723
Mercury Systems
MRCY
$4.22B
$6.42K ﹤0.01%
83
+3
NVT icon
724
nVent Electric
NVT
$16.9B
$6.41K ﹤0.01%
65
+4
KHC icon
725
Kraft Heinz
KHC
$29.6B
$6.41K ﹤0.01%
246
+18