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
801
$4.77K ﹤0.01%
20
-28
802
$4.77K ﹤0.01%
223
+73
803
$4.77K ﹤0.01%
+10
804
$4.76K ﹤0.01%
+42
805
$4.75K ﹤0.01%
234
-279
806
$4.74K ﹤0.01%
24
+12
807
$4.73K ﹤0.01%
25
-15
808
$4.68K ﹤0.01%
44
+33
809
$4.66K ﹤0.01%
16
+11
810
$4.66K ﹤0.01%
+41
811
$4.64K ﹤0.01%
358
+149
812
$4.6K ﹤0.01%
133
+91
813
$4.6K ﹤0.01%
+515
814
$4.6K ﹤0.01%
+16
815
$4.59K ﹤0.01%
82
-37
816
$4.54K ﹤0.01%
40
+24
817
$4.54K ﹤0.01%
+33
818
$4.5K ﹤0.01%
1,340
-777
819
$4.49K ﹤0.01%
93
820
$4.49K ﹤0.01%
+33
821
$4.49K ﹤0.01%
86
822
$4.48K ﹤0.01%
73
+38
823
$4.47K ﹤0.01%
+61
824
$4.46K ﹤0.01%
93
-5
825
$4.45K ﹤0.01%
155
+32
31 32
33
34 35