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
776
$4.16K ﹤0.01%
57
777
$4.16K ﹤0.01%
83
778
$4.16K ﹤0.01%
300
-35
779
$4.16K ﹤0.01%
267
780
$4.11K ﹤0.01%
1,125
781
$4.05K ﹤0.01%
90
782
$4.05K ﹤0.01%
113
783
$4.05K ﹤0.01%
303
784
$4.04K ﹤0.01%
179
785
$4.01K ﹤0.01%
73
786
$3.99K ﹤0.01%
62
-230
787
$3.96K ﹤0.01%
59
788
$3.92K ﹤0.01%
118
789
$3.92K ﹤0.01%
23
790
$3.9K ﹤0.01%
16
-2
791
$3.88K ﹤0.01%
42
-29
792
$3.86K ﹤0.01%
71
793
$3.85K ﹤0.01%
65
794
$3.81K ﹤0.01%
46
795
$3.81K ﹤0.01%
39
796
$3.77K ﹤0.01%
608
797
$3.7K ﹤0.01%
39
-92
798
$3.7K ﹤0.01%
53
799
$3.69K ﹤0.01%
10
800
$3.66K ﹤0.01%
249
30 31
32
33 34