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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$13.9M
3
+$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.86K ﹤0.01%
+130
777
$3.83K ﹤0.01%
+20
778
$3.82K ﹤0.01%
+24
779
$3.75K ﹤0.01%
+58
780
$3.73K ﹤0.01%
+149
781
$3.73K ﹤0.01%
+43
782
$3.6K ﹤0.01%
+59
783
$3.59K ﹤0.01%
+46
784
$3.58K ﹤0.01%
+33
785
$3.58K ﹤0.01%
+7
786
$3.55K ﹤0.01%
+71
787
$3.53K ﹤0.01%
+73
788
$3.53K ﹤0.01%
+22
789
$3.52K ﹤0.01%
+63
790
$3.47K ﹤0.01%
+243
791
$3.46K ﹤0.01%
+60
792
$3.44K ﹤0.01%
+120
793
$3.4K ﹤0.01%
+17
794
$3.38K ﹤0.01%
+199
795
$3.36K ﹤0.01%
+55
796
$3.36K ﹤0.01%
+139
797
$3.33K ﹤0.01%
+53
798
$3.33K ﹤0.01%
+102
799
$3.29K ﹤0.01%
+138
800
$3.27K ﹤0.01%
+68
30 31
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