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
726
$4.97K ﹤0.01%
27
727
$4.96K ﹤0.01%
15
728
$4.96K ﹤0.01%
86
729
$4.93K ﹤0.01%
305
730
$4.93K ﹤0.01%
59
731
$4.92K ﹤0.01%
2,248
732
$4.92K ﹤0.01%
49
733
$4.89K ﹤0.01%
34
734
$4.88K ﹤0.01%
98
735
$4.87K ﹤0.01%
201
736
$4.86K ﹤0.01%
79
737
$4.86K ﹤0.01%
357
-319
738
$4.85K ﹤0.01%
223
739
$4.81K ﹤0.01%
31
740
$4.79K ﹤0.01%
157
741
$4.75K ﹤0.01%
66
742
$4.74K ﹤0.01%
414
743
$4.74K ﹤0.01%
62
744
$4.71K ﹤0.01%
32
745
$4.71K ﹤0.01%
233
-138
746
$4.71K ﹤0.01%
81
747
$4.69K ﹤0.01%
116
-2,551
748
$4.67K ﹤0.01%
454
-923
749
$4.63K ﹤0.01%
36
-6
750
$4.63K ﹤0.01%
26
28 29
30
31 32