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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.62K ﹤0.01%
8
-11
877
$2.6K ﹤0.01%
40
878
$2.59K ﹤0.01%
28
879
$2.57K ﹤0.01%
209
-876
880
$2.55K ﹤0.01%
36
881
$2.54K ﹤0.01%
169
882
$2.54K ﹤0.01%
100
883
$2.52K ﹤0.01%
88
884
$2.51K ﹤0.01%
24
885
$2.51K ﹤0.01%
30
886
$2.49K ﹤0.01%
38
887
$2.49K ﹤0.01%
84
888
$2.49K ﹤0.01%
98
889
$2.46K ﹤0.01%
212
890
$2.46K ﹤0.01%
11
891
$2.45K ﹤0.01%
127
892
$2.44K ﹤0.01%
71
893
$2.44K ﹤0.01%
233
894
$2.4K ﹤0.01%
70
895
$2.39K ﹤0.01%
33
896
$2.38K ﹤0.01%
33
897
$2.37K ﹤0.01%
15
898
$2.35K ﹤0.01%
13
-5
899
$2.31K ﹤0.01%
22
900
$2.31K ﹤0.01%
46
34 35
36
37 38