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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5.17K ﹤0.01%
+2,720
777
$5.16K ﹤0.01%
63
+7
778
$5.15K ﹤0.01%
223
+16
779
$5.15K ﹤0.01%
876
+348
780
$5.15K ﹤0.01%
+45
781
$5.14K ﹤0.01%
+34
782
$5.12K ﹤0.01%
+34
783
$5.12K ﹤0.01%
251
-223
784
$5.11K ﹤0.01%
48
-48
785
$5.11K ﹤0.01%
+59
786
$5.1K ﹤0.01%
424
+423
787
$5.04K ﹤0.01%
15
-2
788
$5.02K ﹤0.01%
139
-6
789
$5.02K ﹤0.01%
+48
790
$4.99K ﹤0.01%
79
-1
791
$4.98K ﹤0.01%
297
-286
792
$4.93K ﹤0.01%
+188
793
$4.91K ﹤0.01%
28
+2
794
$4.87K ﹤0.01%
+254
795
$4.86K ﹤0.01%
+27
796
$4.85K ﹤0.01%
+39
797
$4.84K ﹤0.01%
+21
798
$4.84K ﹤0.01%
+126
799
$4.84K ﹤0.01%
23
800
$4.78K ﹤0.01%
82
30 31
32
33 34