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
776
$2.6K ﹤0.01%
+33
777
$2.55K ﹤0.01%
52
-21
778
$2.54K ﹤0.01%
33
779
$2.52K ﹤0.01%
12
780
$2.49K ﹤0.01%
+194
781
$2.49K ﹤0.01%
46
+38
782
$2.48K ﹤0.01%
+132
783
$2.47K ﹤0.01%
+180
784
$2.47K ﹤0.01%
80
-238
785
$2.47K ﹤0.01%
+89
786
$2.45K ﹤0.01%
+22
787
$2.45K ﹤0.01%
+118
788
$2.42K ﹤0.01%
18
789
$2.42K ﹤0.01%
40
-960
790
$2.39K ﹤0.01%
19
791
$2.37K ﹤0.01%
38
792
$2.36K ﹤0.01%
27
793
$2.33K ﹤0.01%
26
794
$2.3K ﹤0.01%
30
795
$2.3K ﹤0.01%
22
796
$2.29K ﹤0.01%
31
-95
797
$2.29K ﹤0.01%
43
798
$2.27K ﹤0.01%
74
799
$2.27K ﹤0.01%
44
800
$2.27K ﹤0.01%
229
30 31
32
33 34