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
901
$3.76K ﹤0.01%
76
+7
902
$3.76K ﹤0.01%
9
+3
903
$3.75K ﹤0.01%
308
+120
904
$3.73K ﹤0.01%
38
+19
905
$3.73K ﹤0.01%
+44
906
$3.72K ﹤0.01%
87
-42
907
$3.72K ﹤0.01%
71
+54
908
$3.69K ﹤0.01%
199
909
$3.68K ﹤0.01%
+41
910
$3.67K ﹤0.01%
96
+18
911
$3.66K ﹤0.01%
+150
912
$3.63K ﹤0.01%
218
+6
913
$3.63K ﹤0.01%
+63
914
$3.63K ﹤0.01%
+121
915
$3.62K ﹤0.01%
+118
916
$3.61K ﹤0.01%
+80
917
$3.61K ﹤0.01%
+53
918
$3.61K ﹤0.01%
+23
919
$3.6K ﹤0.01%
+35
920
$3.6K ﹤0.01%
+258
921
$3.6K ﹤0.01%
49
+2
922
$3.6K ﹤0.01%
+191
923
$3.59K ﹤0.01%
+310
924
$3.57K ﹤0.01%
+109
925
$3.56K ﹤0.01%
+130
35 36
37
38 39