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
801
$3.65K ﹤0.01%
3,177
802
$3.65K ﹤0.01%
168
803
$3.65K ﹤0.01%
47
804
$3.64K ﹤0.01%
184
+136
805
$3.63K ﹤0.01%
82
-638
806
$3.62K ﹤0.01%
123
807
$3.61K ﹤0.01%
132
808
$3.6K ﹤0.01%
109
809
$3.59K ﹤0.01%
24
810
$3.58K ﹤0.01%
212
811
$3.58K ﹤0.01%
358
812
$3.57K ﹤0.01%
58
813
$3.54K ﹤0.01%
42
814
$3.53K ﹤0.01%
1,101
815
$3.52K ﹤0.01%
12
816
$3.52K ﹤0.01%
160
817
$3.52K ﹤0.01%
51
-269
818
$3.51K ﹤0.01%
189
819
$3.5K ﹤0.01%
64
-9
820
$3.45K ﹤0.01%
81
821
$3.4K ﹤0.01%
69
822
$3.39K ﹤0.01%
26
-20
823
$3.39K ﹤0.01%
607
+33
824
$3.37K ﹤0.01%
405
825
$3.37K ﹤0.01%
150
31 32
33
34 35