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
901
$2.3K ﹤0.01%
1,950
902
$2.29K ﹤0.01%
32
903
$2.27K ﹤0.01%
107
904
$2.27K ﹤0.01%
74
905
$2.25K ﹤0.01%
19
906
$2.25K ﹤0.01%
83
907
$2.21K ﹤0.01%
28
908
$2.19K ﹤0.01%
229
909
$2.15K ﹤0.01%
6
910
$2.14K ﹤0.01%
120
911
$2.13K ﹤0.01%
318
912
$2.13K ﹤0.01%
865
913
$2.1K ﹤0.01%
35
914
$2.08K ﹤0.01%
12
-5
915
$2.07K ﹤0.01%
117
-3
916
$2.06K ﹤0.01%
72
917
$2.05K ﹤0.01%
49
918
$2.05K ﹤0.01%
37
919
$2.05K ﹤0.01%
11
920
$2.03K ﹤0.01%
45
921
$2.02K ﹤0.01%
177
922
$2.01K ﹤0.01%
145
923
$1.98K ﹤0.01%
19
-37
924
$1.97K ﹤0.01%
12
925
$1.97K ﹤0.01%
+53
35 36
37
38 39