FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.92K ﹤0.01%
+23
877
$3.91K ﹤0.01%
55
+39
878
$3.9K ﹤0.01%
97
+92
879
$3.89K ﹤0.01%
+120
880
$3.88K ﹤0.01%
49
-8
881
$3.88K ﹤0.01%
+259
882
$3.87K ﹤0.01%
257
+187
883
$3.86K ﹤0.01%
22
+9
884
$3.85K ﹤0.01%
10
+6
885
$3.85K ﹤0.01%
28
-53
886
$3.85K ﹤0.01%
999
-3,819
887
$3.84K ﹤0.01%
39
+8
888
$3.84K ﹤0.01%
+72
889
$3.82K ﹤0.01%
+172
890
$3.81K ﹤0.01%
103
+22
891
$3.81K ﹤0.01%
+218
892
$3.8K ﹤0.01%
217
-16
893
$3.79K ﹤0.01%
708
+396
894
$3.79K ﹤0.01%
+22
895
$3.79K ﹤0.01%
+86
896
$3.79K ﹤0.01%
+72
897
$3.79K ﹤0.01%
42
898
$3.78K ﹤0.01%
335
-79
899
$3.78K ﹤0.01%
+359
900
$3.78K ﹤0.01%
+329
34 35
36
37 38