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
726
$6.05K ﹤0.01%
170
+99
727
$6.03K ﹤0.01%
+46
728
$6.02K ﹤0.01%
104
-188
729
$5.99K ﹤0.01%
298
+97
730
$5.98K ﹤0.01%
+196
731
$5.98K ﹤0.01%
+1,368
732
$5.96K ﹤0.01%
+47
733
$5.96K ﹤0.01%
+20
734
$5.94K ﹤0.01%
146
+17
735
$5.93K ﹤0.01%
101
+55
736
$5.93K ﹤0.01%
10
-36
737
$5.93K ﹤0.01%
418
-80
738
$5.9K ﹤0.01%
59
+37
739
$5.89K ﹤0.01%
228
-442
740
$5.88K ﹤0.01%
+178
741
$5.88K ﹤0.01%
+279
742
$5.86K ﹤0.01%
+31
743
$5.86K ﹤0.01%
34
-8
744
$5.83K ﹤0.01%
51
+7
745
$5.82K ﹤0.01%
78
-26
746
$5.78K ﹤0.01%
+20
747
$5.75K ﹤0.01%
151
-128
748
$5.74K ﹤0.01%
17
+5
749
$5.72K ﹤0.01%
117
+46
750
$5.72K ﹤0.01%
2
28 29
30
31 32