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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.42K ﹤0.01%
15
702
$6.4K ﹤0.01%
144
703
$6.38K ﹤0.01%
98
704
$6.37K ﹤0.01%
+81
705
$6.36K ﹤0.01%
43
706
$6.35K ﹤0.01%
47
+11
707
$6.34K ﹤0.01%
23
708
$6.34K ﹤0.01%
231
709
$6.3K ﹤0.01%
30
+10
710
$6.29K ﹤0.01%
491
711
$6.28K ﹤0.01%
27
712
$6.25K ﹤0.01%
+128
713
$6.25K ﹤0.01%
81
714
$6.23K ﹤0.01%
73
715
$6.22K ﹤0.01%
249
716
$6.22K ﹤0.01%
85
+11
717
$6.21K ﹤0.01%
83
718
$6.16K ﹤0.01%
35
719
$6.15K ﹤0.01%
56
720
$6.13K ﹤0.01%
16
+4
721
$6.11K ﹤0.01%
106
722
$6.11K ﹤0.01%
+35
723
$6.09K ﹤0.01%
99
724
$6.08K ﹤0.01%
59
725
$6.06K ﹤0.01%
157
-231
27 28
29
30 31