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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DOCN icon
876
DigitalOcean
DOCN
$4.2B
$4.1K ﹤0.01%
120
DOMO icon
877
Domo
DOMO
$362M
$4.09K ﹤0.01%
258
JAZZ icon
878
Jazz Pharmaceuticals
JAZZ
$10.1B
$4.09K ﹤0.01%
31
ROAD icon
879
Construction Partners
ROAD
$6.17B
$4.06K ﹤0.01%
32
SDHC icon
880
Smith Douglas Homes
SDHC
$187M
$4.04K ﹤0.01%
229
SIG icon
881
Signet Jewelers
SIG
$3.38B
$4.03K ﹤0.01%
42
+7
TRU icon
882
TransUnion
TRU
$16.7B
$4.02K ﹤0.01%
48
+10
SNY icon
883
Sanofi
SNY
$117B
$4.01K ﹤0.01%
85
-8
AKR icon
884
Acadia Realty Trust
AKR
$2.68B
$4.01K ﹤0.01%
199
SPNT icon
885
SiriusPoint
SPNT
$2.57B
$4K ﹤0.01%
221
-30
DEI icon
886
Douglas Emmett
DEI
$1.88B
$3.99K ﹤0.01%
256
-1
KVUE icon
887
Kenvue
KVUE
$32.8B
$3.96K ﹤0.01%
244
+120
CLH icon
888
Clean Harbors
CLH
$12.8B
$3.95K ﹤0.01%
17
+2
DEA
889
Easterly Government Properties
DEA
$1.02B
$3.94K ﹤0.01%
172
EHC icon
890
Encompass Health
EHC
$10.8B
$3.94K ﹤0.01%
31
-4
CHKP icon
891
Check Point Software Technologies
CHKP
$20.2B
$3.93K ﹤0.01%
19
CRS icon
892
Carpenter Technology
CRS
$16B
$3.93K ﹤0.01%
16
RKLB icon
893
Rocket Lab Corp
RKLB
$32B
$3.93K ﹤0.01%
82
+16
PDM
894
Piedmont Realty Trust
PDM
$1.05B
$3.92K ﹤0.01%
436
OKLO
895
Oklo
OKLO
$12.1B
$3.91K ﹤0.01%
35
BFH icon
896
Bread Financial
BFH
$3.54B
$3.9K ﹤0.01%
70
RBC icon
897
RBC Bearings
RBC
$14.2B
$3.9K ﹤0.01%
10
ZETA icon
898
Zeta Global
ZETA
$4.39B
$3.9K ﹤0.01%
196
PRI icon
899
Primerica
PRI
$8.25B
$3.89K ﹤0.01%
14
+4
MDU icon
900
MDU Resources
MDU
$3.92B
$3.88K ﹤0.01%
218