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
801
$3.26K ﹤0.01%
+21
802
$3.21K ﹤0.01%
+105
803
$3.2K ﹤0.01%
+77
804
$3.18K ﹤0.01%
+116
805
$3.16K ﹤0.01%
+26
806
$3.15K ﹤0.01%
+88
807
$3.15K ﹤0.01%
+6
808
$3.12K ﹤0.01%
+155
809
$3.11K ﹤0.01%
+167
810
$3.1K ﹤0.01%
+135
811
$3.07K ﹤0.01%
+210
812
$3.06K ﹤0.01%
+12
813
$3.06K ﹤0.01%
+158
814
$3.04K ﹤0.01%
+432
815
$2.94K ﹤0.01%
+53
816
$2.94K ﹤0.01%
+107
817
$2.93K ﹤0.01%
+54
818
$2.92K ﹤0.01%
+24
819
$2.91K ﹤0.01%
+233
820
$2.89K ﹤0.01%
+12
821
$2.88K ﹤0.01%
+66
822
$2.82K ﹤0.01%
+13
823
$2.81K ﹤0.01%
+28
824
$2.73K ﹤0.01%
+83
825
$2.72K ﹤0.01%
+21
31 32
33
34 35