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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.99K ﹤0.01%
41
-42
827
$1.98K ﹤0.01%
19
828
$1.93K ﹤0.01%
66
+25
829
$1.92K ﹤0.01%
462
-426
830
$1.9K ﹤0.01%
84
831
$1.9K ﹤0.01%
+19
832
$1.89K ﹤0.01%
8
833
$1.86K ﹤0.01%
117
834
$1.86K ﹤0.01%
16
-22
835
$1.85K ﹤0.01%
47
836
$1.83K ﹤0.01%
51
-195
837
$1.82K ﹤0.01%
20
838
$1.8K ﹤0.01%
27
-42
839
$1.75K ﹤0.01%
6
840
$1.73K ﹤0.01%
85
841
$1.72K ﹤0.01%
49
-68
842
$1.72K ﹤0.01%
48
-87
843
$1.69K ﹤0.01%
145
844
$1.69K ﹤0.01%
90
845
$1.69K ﹤0.01%
9
-36
846
$1.68K ﹤0.01%
45
-122
847
$1.68K ﹤0.01%
279
848
$1.67K ﹤0.01%
84
849
$1.65K ﹤0.01%
118
850
$1.65K ﹤0.01%
188
32 33
34
35 36