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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMPL icon
776
Amplitude
AMPL
$1.42B
$5.39K ﹤0.01%
503
LAD icon
777
Lithia Motors
LAD
$7.9B
$5.37K ﹤0.01%
17
TER icon
778
Teradyne
TER
$30.6B
$5.37K ﹤0.01%
39
+9
VEEV icon
779
Veeva Systems
VEEV
$39.7B
$5.36K ﹤0.01%
18
+8
RS icon
780
Reliance Steel & Aluminium
RS
$15.1B
$5.34K ﹤0.01%
19
+1
OSK icon
781
Oshkosh
OSK
$8.11B
$5.32K ﹤0.01%
41
+1
TCMD icon
782
Tactile Systems Technology
TCMD
$589M
$5.32K ﹤0.01%
+384
AES icon
783
AES
AES
$9.76B
$5.3K ﹤0.01%
403
+44
MNRO icon
784
Monro
MNRO
$570M
$5.3K ﹤0.01%
295
APAM icon
785
Artisan Partners
APAM
$2.99B
$5.29K ﹤0.01%
122
FSLR icon
786
First Solar
FSLR
$27.5B
$5.29K ﹤0.01%
24
+9
TTD icon
787
Trade Desk
TTD
$18.7B
$5.29K ﹤0.01%
108
-30
DK icon
788
Delek US
DK
$2.29B
$5.29K ﹤0.01%
164
THC icon
789
Tenet Healthcare
THC
$18.6B
$5.28K ﹤0.01%
26
+2
MTDR icon
790
Matador Resources
MTDR
$5.5B
$5.26K ﹤0.01%
117
+6
HBAN icon
791
Huntington Bancshares
HBAN
$26.8B
$5.23K ﹤0.01%
303
+6
CTNM
792
Contineum Therapeutics
CTNM
$325M
$5.23K ﹤0.01%
+445
LVS icon
793
Las Vegas Sands
LVS
$45.2B
$5.22K ﹤0.01%
97
+19
TSN icon
794
Tyson Foods
TSN
$20B
$5.21K ﹤0.01%
96
+14
WNS
795
DELISTED
WNS Holdings
WNS
$5.19K ﹤0.01%
68
SUI icon
796
Sun Communities
SUI
$15.7B
$5.16K ﹤0.01%
40
-830
CFG icon
797
Citizens Financial Group
CFG
$23.9B
$5.16K ﹤0.01%
97
PPG icon
798
PPG Industries
PPG
$22.7B
$5.15K ﹤0.01%
49
+8
CSGP icon
799
CoStar Group
CSGP
$29.3B
$5.15K ﹤0.01%
61
+7
NTNX icon
800
Nutanix
NTNX
$12.8B
$5.13K ﹤0.01%
69
+11