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
$149M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.32M
3
+$1.87M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$1.06M
2
+$827K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$429K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$405K

Sector Composition

1 Technology 20.12%
2 Financials 5.6%
3 Consumer Discretionary 4.78%
4 Healthcare 3.48%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.36K ﹤0.01%
123
877
$1.36K ﹤0.01%
+255
878
$1.36K ﹤0.01%
79
879
$1.35K ﹤0.01%
21
-42
880
$1.34K ﹤0.01%
23
+8
881
$1.34K ﹤0.01%
42
882
$1.33K ﹤0.01%
+228
883
$1.32K ﹤0.01%
+203
884
$1.32K ﹤0.01%
59
885
$1.31K ﹤0.01%
64
886
$1.29K ﹤0.01%
99
887
$1.29K ﹤0.01%
80
888
$1.25K ﹤0.01%
17
889
$1.24K ﹤0.01%
157
890
$1.24K ﹤0.01%
9
891
$1.2K ﹤0.01%
20
-53
892
$1.18K ﹤0.01%
3
893
$1.17K ﹤0.01%
45
894
$1.17K ﹤0.01%
9
895
$1.16K ﹤0.01%
17
896
$1.15K ﹤0.01%
212
897
$1.13K ﹤0.01%
+1,467
898
$1.1K ﹤0.01%
375
899
$1.07K ﹤0.01%
+36
900
$1.06K ﹤0.01%
67
34 35
36
37 38