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
701
$5.57K ﹤0.01%
374
702
$5.53K ﹤0.01%
249
703
$5.51K ﹤0.01%
12
-13
704
$5.5K ﹤0.01%
80
705
$5.47K ﹤0.01%
56
706
$5.45K ﹤0.01%
491
707
$5.43K ﹤0.01%
1,110
708
$5.4K ﹤0.01%
173
709
$5.4K ﹤0.01%
40
710
$5.39K ﹤0.01%
2
711
$5.38K ﹤0.01%
51
712
$5.33K ﹤0.01%
10
713
$5.29K ﹤0.01%
44
714
$5.28K ﹤0.01%
108
715
$5.22K ﹤0.01%
9
716
$5.19K ﹤0.01%
50
717
$5.17K ﹤0.01%
43
718
$5.16K ﹤0.01%
129
719
$5.16K ﹤0.01%
93
-477
720
$5.15K ﹤0.01%
129
721
$5.13K ﹤0.01%
106
-21
722
$5.09K ﹤0.01%
61
723
$5.08K ﹤0.01%
30
724
$5.03K ﹤0.01%
51
725
$5.03K ﹤0.01%
34
27 28
29
30 31