FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.39K ﹤0.01%
+129
702
$6.35K ﹤0.01%
+13
703
$6.35K ﹤0.01%
+44
704
$6.35K ﹤0.01%
105
+43
705
$6.35K ﹤0.01%
+17
706
$6.34K ﹤0.01%
+18
707
$6.3K ﹤0.01%
83
+74
708
$6.29K ﹤0.01%
83
+50
709
$6.24K ﹤0.01%
93
-54
710
$6.24K ﹤0.01%
+503
711
$6.23K ﹤0.01%
211
+54
712
$6.23K ﹤0.01%
111
+31
713
$6.22K ﹤0.01%
187
+16
714
$6.22K ﹤0.01%
110
-1
715
$6.2K ﹤0.01%
43
+17
716
$6.18K ﹤0.01%
+112
717
$6.16K ﹤0.01%
+185
718
$6.13K ﹤0.01%
149
-110
719
$6.12K ﹤0.01%
+119
720
$6.1K ﹤0.01%
+539
721
$6.09K ﹤0.01%
65
+4
722
$6.09K ﹤0.01%
121
-175
723
$6.08K ﹤0.01%
+78
724
$6.08K ﹤0.01%
324
-79
725
$6.05K ﹤0.01%
296
+171
27 28
29
30 31