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
851
$2.26K ﹤0.01%
+33
852
$2.25K ﹤0.01%
+229
853
$2.24K ﹤0.01%
+113
854
$2.23K ﹤0.01%
+47
855
$2.2K ﹤0.01%
+78
856
$2.19K ﹤0.01%
+30
857
$2.16K ﹤0.01%
+47
858
$2.15K ﹤0.01%
+75
859
$2.15K ﹤0.01%
+106
860
$2.14K ﹤0.01%
+26
861
$2.14K ﹤0.01%
+41
862
$2.14K ﹤0.01%
+19
863
$2.11K ﹤0.01%
+38
864
$2.1K ﹤0.01%
+38
865
$2.1K ﹤0.01%
+27
866
$2.09K ﹤0.01%
+84
867
$2.03K ﹤0.01%
+23
868
$2.01K ﹤0.01%
+227
869
$2.01K ﹤0.01%
+616
870
$1.99K ﹤0.01%
+22
871
$1.99K ﹤0.01%
+70
872
$1.97K ﹤0.01%
+117
873
$1.96K ﹤0.01%
+145
874
$1.96K ﹤0.01%
+32
875
$1.96K ﹤0.01%
+43
33 34
35
36 37