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
726
$6.03K ﹤0.01%
140
727
$6.03K ﹤0.01%
+259
728
$6K ﹤0.01%
+118
729
$5.97K ﹤0.01%
4,422
+3,185
730
$5.91K ﹤0.01%
231
731
$5.91K ﹤0.01%
303
732
$5.91K ﹤0.01%
57
733
$5.9K ﹤0.01%
168
734
$5.88K ﹤0.01%
574
735
$5.85K ﹤0.01%
61
-31
736
$5.83K ﹤0.01%
+10
737
$5.81K ﹤0.01%
383
738
$5.8K ﹤0.01%
172
+125
739
$5.79K ﹤0.01%
129
740
$5.79K ﹤0.01%
50
741
$5.78K ﹤0.01%
44
742
$5.76K ﹤0.01%
+2,200
743
$5.74K ﹤0.01%
26
744
$5.74K ﹤0.01%
+44
745
$5.72K ﹤0.01%
55
746
$5.71K ﹤0.01%
+193
747
$5.7K ﹤0.01%
+10
748
$5.7K ﹤0.01%
79
749
$5.69K ﹤0.01%
+102
750
$5.67K ﹤0.01%
1,286