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
826
$2.72K ﹤0.01%
+23
827
$2.71K ﹤0.01%
+35
828
$2.7K ﹤0.01%
+66
829
$2.7K ﹤0.01%
+69
830
$2.67K ﹤0.01%
+24
831
$2.64K ﹤0.01%
+274
832
$2.58K ﹤0.01%
+12
833
$2.54K ﹤0.01%
+237
834
$2.51K ﹤0.01%
+44
835
$2.5K ﹤0.01%
+15
836
$2.48K ﹤0.01%
+123
837
$2.46K ﹤0.01%
+134
838
$2.44K ﹤0.01%
+70
839
$2.44K ﹤0.01%
+233
840
$2.42K ﹤0.01%
+6
841
$2.4K ﹤0.01%
+83
842
$2.4K ﹤0.01%
+19
843
$2.39K ﹤0.01%
+12
844
$2.3K ﹤0.01%
+51
845
$2.3K ﹤0.01%
+30
846
$2.29K ﹤0.01%
+74
847
$2.28K ﹤0.01%
+18
848
$2.27K ﹤0.01%
+11
849
$2.26K ﹤0.01%
+72
850
$2.26K ﹤0.01%
+590
32 33
34
35 36