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
751
$2.97K ﹤0.01%
69
752
$2.94K ﹤0.01%
233
753
$2.94K ﹤0.01%
+233
754
$2.92K ﹤0.01%
160
755
$2.88K ﹤0.01%
139
-229
756
$2.88K ﹤0.01%
54
757
$2.88K ﹤0.01%
+57
758
$2.87K ﹤0.01%
24
759
$2.83K ﹤0.01%
6
760
$2.83K ﹤0.01%
187
+129
761
$2.81K ﹤0.01%
62
+44
762
$2.81K ﹤0.01%
51
763
$2.78K ﹤0.01%
+33
764
$2.77K ﹤0.01%
+581
765
$2.73K ﹤0.01%
7
766
$2.71K ﹤0.01%
+120
767
$2.69K ﹤0.01%
+306
768
$2.68K ﹤0.01%
68
-49
769
$2.68K ﹤0.01%
123
770
$2.67K ﹤0.01%
83
771
$2.65K ﹤0.01%
51
-68
772
$2.65K ﹤0.01%
+1,094
773
$2.64K ﹤0.01%
38
774
$2.61K ﹤0.01%
30
775
$2.61K ﹤0.01%
55
29 30
31
32 33