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
926
$2.95K ﹤0.01%
+34
927
$2.93K ﹤0.01%
17
928
$2.92K ﹤0.01%
70
929
$2.91K ﹤0.01%
99
+52
930
$2.91K ﹤0.01%
15
931
$2.91K ﹤0.01%
176
932
$2.9K ﹤0.01%
23
-11
933
$2.88K ﹤0.01%
+60
934
$2.85K ﹤0.01%
16
+1
935
$2.84K ﹤0.01%
+10
936
$2.81K ﹤0.01%
+200
937
$2.81K ﹤0.01%
26
938
$2.74K ﹤0.01%
+28
939
$2.73K ﹤0.01%
12
940
$2.72K ﹤0.01%
7
-4
941
$2.72K ﹤0.01%
33
942
$2.71K ﹤0.01%
61
+57
943
$2.67K ﹤0.01%
+44
944
$2.65K ﹤0.01%
139
945
$2.65K ﹤0.01%
52
946
$2.64K ﹤0.01%
64
947
$2.62K ﹤0.01%
116
+66
948
$2.62K ﹤0.01%
120
949
$2.6K ﹤0.01%
+167
950
$2.6K ﹤0.01%
37
+2
36 37
38
39 40