FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COLM icon
876
Columbia Sportswear
COLM
$3.15B
$5.54K ﹤0.01%
101
+40
REZI icon
877
Resideo Technologies
REZI
$6.21B
$5.53K ﹤0.01%
164
+100
MTDR icon
878
Matador Resources
MTDR
$7.51B
$5.5K ﹤0.01%
87
+68
CRUS icon
879
Cirrus Logic
CRUS
$8.88B
$5.5K ﹤0.01%
38
+27
ESNT icon
880
Essent Group
ESNT
$5.98B
$5.49K ﹤0.01%
94
+48
AVT icon
881
Avnet
AVT
$6.44B
$5.48K ﹤0.01%
89
+63
TPH icon
882
Tri Pointe Homes
TPH
$3.99B
$5.47K ﹤0.01%
117
+63
CWEN icon
883
Clearway Energy Class C
CWEN
$4.79B
$5.46K ﹤0.01%
139
+34
ETHA
884
iShares Ethereum Trust ETF
ETHA
$7.73B
$5.43K ﹤0.01%
+343
AROC icon
885
Archrock
AROC
$6.54B
$5.43K ﹤0.01%
156
+16
RUSHA icon
886
Rush Enterprises Class A
RUSHA
$5.87B
$5.42K ﹤0.01%
82
+56
NTRA icon
887
Natera
NTRA
$28.9B
$5.4K ﹤0.01%
27
+10
BC icon
888
Brunswick
BC
$5.17B
$5.31K ﹤0.01%
73
+31
FSS icon
889
Federal Signal
FSS
$7.06B
$5.3K ﹤0.01%
49
+27
SN icon
890
SharkNinja
SN
$16.3B
$5.29K ﹤0.01%
50
+18
ATR icon
891
AptarGroup
ATR
$7.91B
$5.29K ﹤0.01%
42
+40
MEDP icon
892
Medpace
MEDP
$11.7B
$5.28K ﹤0.01%
11
+1
ZBRA icon
893
Zebra Technologies
ZBRA
$11B
$5.23K ﹤0.01%
25
+22
EFX icon
894
Equifax
EFX
$20.5B
$5.22K ﹤0.01%
29
+1
MGY icon
895
Magnolia Oil & Gas
MGY
$5.43B
$5.21K ﹤0.01%
165
+89
URBN icon
896
Urban Outfitters
URBN
$6.3B
$5.2K ﹤0.01%
82
+40
MELI icon
897
Mercado Libre
MELI
$93B
$5.19K ﹤0.01%
3
-4
KEX icon
898
Kirby Corp
KEX
$8.08B
$5.18K ﹤0.01%
39
+28
EEM icon
899
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$5.17K ﹤0.01%
91
-136
RIOT icon
900
Riot Platforms
RIOT
$7.06B
$5.15K ﹤0.01%
417
+86