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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.7K ﹤0.01%
105
877
$3.69K ﹤0.01%
+358
878
$3.69K ﹤0.01%
+73
879
$3.69K ﹤0.01%
36
880
$3.66K ﹤0.01%
+19
881
$3.65K ﹤0.01%
+2,537
882
$3.65K ﹤0.01%
+33
883
$3.64K ﹤0.01%
+69
884
$3.64K ﹤0.01%
54
885
$3.63K ﹤0.01%
119
886
$3.62K ﹤0.01%
32
+19
887
$3.6K ﹤0.01%
58
888
$3.6K ﹤0.01%
33
889
$3.56K ﹤0.01%
+150
890
$3.56K ﹤0.01%
+40
891
$3.55K ﹤0.01%
28
892
$3.55K ﹤0.01%
51
893
$3.5K ﹤0.01%
+25
894
$3.5K ﹤0.01%
+184
895
$3.48K ﹤0.01%
+78
896
$3.47K ﹤0.01%
247
897
$3.4K ﹤0.01%
+149
898
$3.39K ﹤0.01%
+759
899
$3.37K ﹤0.01%
109
-782
900
$3.37K ﹤0.01%
+1,832
34 35
36
37 38