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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4.23K ﹤0.01%
+25
852
$4.22K ﹤0.01%
+24
853
$4.2K ﹤0.01%
19
854
$4.17K ﹤0.01%
27
+7
855
$4.14K ﹤0.01%
116
+14
856
$4.11K ﹤0.01%
+264
857
$4.1K ﹤0.01%
+132
858
$4.1K ﹤0.01%
28
+9
859
$4.09K ﹤0.01%
+538
860
$4.07K ﹤0.01%
489
-2
861
$4.07K ﹤0.01%
184
862
$4.03K ﹤0.01%
+63
863
$4.03K ﹤0.01%
289
-307
864
$4.03K ﹤0.01%
+9
865
$4K ﹤0.01%
70
-13
866
$3.99K ﹤0.01%
58
867
$3.98K ﹤0.01%
+213
868
$3.96K ﹤0.01%
+131
869
$3.96K ﹤0.01%
303
870
$3.95K ﹤0.01%
228
-77
871
$3.95K ﹤0.01%
72
-1
872
$3.95K ﹤0.01%
+52
873
$3.94K ﹤0.01%
+88
874
$3.94K ﹤0.01%
62
+9
875
$3.93K ﹤0.01%
+343
33 34
35
36 37