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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4.36K ﹤0.01%
131
+30
827
$4.36K ﹤0.01%
268
+250
828
$4.36K ﹤0.01%
82
829
$4.29K ﹤0.01%
49
830
$4.29K ﹤0.01%
24
831
$4.27K ﹤0.01%
160
832
$4.24K ﹤0.01%
+299
833
$4.24K ﹤0.01%
+114
834
$4.21K ﹤0.01%
+7
835
$4.2K ﹤0.01%
135
836
$4.17K ﹤0.01%
118
837
$4.14K ﹤0.01%
+11
838
$4.13K ﹤0.01%
167
839
$4.12K ﹤0.01%
154
840
$4.12K ﹤0.01%
107
841
$4.12K ﹤0.01%
42
+7
842
$4.11K ﹤0.01%
31
-2
843
$4.09K ﹤0.01%
27
844
$4.07K ﹤0.01%
+37
845
$4.06K ﹤0.01%
+371
846
$4.01K ﹤0.01%
1,094
847
$4K ﹤0.01%
+53
848
$3.97K ﹤0.01%
129
849
$3.95K ﹤0.01%
83
850
$3.94K ﹤0.01%
22
32 33
34
35 36