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
851
$3.94K ﹤0.01%
139
852
$3.92K ﹤0.01%
+168
853
$3.91K ﹤0.01%
33
+20
854
$3.9K ﹤0.01%
71
855
$3.88K ﹤0.01%
+74
856
$3.88K ﹤0.01%
+108
857
$3.87K ﹤0.01%
65
858
$3.87K ﹤0.01%
+357
859
$3.86K ﹤0.01%
+1,996
860
$3.86K ﹤0.01%
18
+5
861
$3.85K ﹤0.01%
+14
862
$3.85K ﹤0.01%
+31
863
$3.85K ﹤0.01%
58
864
$3.84K ﹤0.01%
+903
865
$3.83K ﹤0.01%
24
866
$3.82K ﹤0.01%
+513
867
$3.81K ﹤0.01%
24
868
$3.81K ﹤0.01%
12
-2
869
$3.81K ﹤0.01%
319
870
$3.77K ﹤0.01%
42
871
$3.76K ﹤0.01%
57
872
$3.75K ﹤0.01%
+222
873
$3.74K ﹤0.01%
+19
874
$3.73K ﹤0.01%
+200
875
$3.73K ﹤0.01%
+38
33 34
35
36 37