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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.38K ﹤0.01%
199
727
$3.38K ﹤0.01%
243
728
$3.37K ﹤0.01%
20
729
$3.33K ﹤0.01%
102
730
$3.33K ﹤0.01%
+62
731
$3.32K ﹤0.01%
35
732
$3.3K ﹤0.01%
12
733
$3.27K ﹤0.01%
23
734
$3.27K ﹤0.01%
339
+234
735
$3.27K ﹤0.01%
+2
736
$3.23K ﹤0.01%
+95
737
$3.22K ﹤0.01%
21
738
$3.18K ﹤0.01%
+657
739
$3.17K ﹤0.01%
13
740
$3.13K ﹤0.01%
72
+54
741
$3.13K ﹤0.01%
15
742
$3.13K ﹤0.01%
62
+41
743
$3.11K ﹤0.01%
158
744
$3.1K ﹤0.01%
36
-20
745
$3.09K ﹤0.01%
83
746
$3.08K ﹤0.01%
418
-192
747
$3.06K ﹤0.01%
88
748
$3K ﹤0.01%
12
749
$3K ﹤0.01%
179
-320
750
$2.97K ﹤0.01%
53
28 29
30
31 32