FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
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
+$27M
2
+$13M
3
+$7.22M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.54M

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
701
$4.5K ﹤0.01%
+99
702
$4.48K ﹤0.01%
+319
703
$4.48K ﹤0.01%
+37
704
$4.47K ﹤0.01%
+81
705
$4.46K ﹤0.01%
+140
706
$4.46K ﹤0.01%
+61
707
$4.46K ﹤0.01%
+167
708
$4.46K ﹤0.01%
+231
709
$4.46K ﹤0.01%
+230
710
$4.46K ﹤0.01%
+103
711
$4.44K ﹤0.01%
+63
712
$4.44K ﹤0.01%
+107
713
$4.44K ﹤0.01%
+160
714
$4.43K ﹤0.01%
+88
715
$4.43K ﹤0.01%
+77
716
$4.43K ﹤0.01%
+113
717
$4.42K ﹤0.01%
+357
718
$4.42K ﹤0.01%
+414
719
$4.42K ﹤0.01%
+384
720
$4.4K ﹤0.01%
+50
721
$4.4K ﹤0.01%
+24
722
$4.39K ﹤0.01%
+17
723
$4.39K ﹤0.01%
+152
724
$4.39K ﹤0.01%
+657
725
$4.38K ﹤0.01%
+919
27 28
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