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
751
$4.62K ﹤0.01%
149
752
$4.6K ﹤0.01%
82
753
$4.59K ﹤0.01%
37
-6
754
$4.57K ﹤0.01%
291
755
$4.56K ﹤0.01%
81
-246
756
$4.55K ﹤0.01%
74
757
$4.48K ﹤0.01%
9
-5
758
$4.46K ﹤0.01%
114
759
$4.44K ﹤0.01%
145
760
$4.43K ﹤0.01%
528
761
$4.33K ﹤0.01%
19
762
$4.29K ﹤0.01%
233
763
$4.29K ﹤0.01%
41
-6
764
$4.29K ﹤0.01%
131
765
$4.28K ﹤0.01%
158
766
$4.24K ﹤0.01%
24
767
$4.23K ﹤0.01%
774
768
$4.21K ﹤0.01%
51
-17
769
$4.18K ﹤0.01%
157
770
$4.17K ﹤0.01%
171
771
$4.17K ﹤0.01%
371
772
$4.17K ﹤0.01%
199
773
$4.17K ﹤0.01%
80
774
$4.16K ﹤0.01%
106
775
$4.16K ﹤0.01%
154
29 30
31
32 33