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
876
$1.95K ﹤0.01%
+300
877
$1.94K ﹤0.01%
+27
878
$1.92K ﹤0.01%
+9
879
$1.91K ﹤0.01%
+8
880
$1.83K ﹤0.01%
+6
881
$1.82K ﹤0.01%
+40
882
$1.81K ﹤0.01%
+7
883
$1.81K ﹤0.01%
+82
884
$1.79K ﹤0.01%
+84
885
$1.79K ﹤0.01%
+85
886
$1.78K ﹤0.01%
+67
887
$1.77K ﹤0.01%
+18
888
$1.77K ﹤0.01%
+20
889
$1.75K ﹤0.01%
+160
890
$1.73K ﹤0.01%
+19
891
$1.69K ﹤0.01%
+40
892
$1.68K ﹤0.01%
+37
893
$1.64K ﹤0.01%
+279
894
$1.64K ﹤0.01%
+265
895
$1.63K ﹤0.01%
+123
896
$1.63K ﹤0.01%
+375
897
$1.61K ﹤0.01%
+23
898
$1.6K ﹤0.01%
+165
899
$1.59K ﹤0.01%
+9
900
$1.59K ﹤0.01%
+49
34 35
36
37 38