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
826
$3.37K ﹤0.01%
6
-6
827
$3.35K ﹤0.01%
102
828
$3.35K ﹤0.01%
28
829
$3.33K ﹤0.01%
102
-492
830
$3.3K ﹤0.01%
57
831
$3.28K ﹤0.01%
44
832
$3.28K ﹤0.01%
362
833
$3.27K ﹤0.01%
410
834
$3.27K ﹤0.01%
71
835
$3.24K ﹤0.01%
141
836
$3.21K ﹤0.01%
158
837
$3.2K ﹤0.01%
28
838
$3.17K ﹤0.01%
653
839
$3.17K ﹤0.01%
69
840
$3.14K ﹤0.01%
5,398
841
$3.12K ﹤0.01%
61
-12
842
$3.1K ﹤0.01%
841
843
$3.1K ﹤0.01%
1,134
844
$3.08K ﹤0.01%
105
845
$3.07K ﹤0.01%
1,094
846
$3.07K ﹤0.01%
27
-59
847
$3.07K ﹤0.01%
336
848
$3.07K ﹤0.01%
33
849
$3.06K ﹤0.01%
53
850
$3.05K ﹤0.01%
1,965
32 33
34
35 36