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
751
$5.61K ﹤0.01%
19
752
$5.58K ﹤0.01%
+56
753
$5.57K ﹤0.01%
118
754
$5.56K ﹤0.01%
+86
755
$5.54K ﹤0.01%
51
756
$5.54K ﹤0.01%
57
757
$5.52K ﹤0.01%
34
758
$5.5K ﹤0.01%
+134
759
$5.5K ﹤0.01%
130
760
$5.48K ﹤0.01%
124
761
$5.47K ﹤0.01%
17
762
$5.46K ﹤0.01%
259
+139
763
$5.44K ﹤0.01%
171
+1
764
$5.43K ﹤0.01%
80
765
$5.39K ﹤0.01%
113
766
$5.39K ﹤0.01%
108
+1
767
$5.38K ﹤0.01%
79
768
$5.34K ﹤0.01%
+3,103
769
$5.33K ﹤0.01%
88
770
$5.31K ﹤0.01%
+372
771
$5.31K ﹤0.01%
1,134
+554
772
$5.28K ﹤0.01%
+35
773
$5.28K ﹤0.01%
1,691
774
$5.27K ﹤0.01%
119
775
$5.26K ﹤0.01%
65