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
926
$1.93K ﹤0.01%
125
-12
927
$1.89K ﹤0.01%
57
928
$1.87K ﹤0.01%
15
929
$1.87K ﹤0.01%
265
930
$1.86K ﹤0.01%
32
931
$1.85K ﹤0.01%
3
-4
932
$1.84K ﹤0.01%
1
-1
933
$1.83K ﹤0.01%
70
934
$1.81K ﹤0.01%
+38
935
$1.78K ﹤0.01%
3
936
$1.77K ﹤0.01%
1,393
937
$1.76K ﹤0.01%
161
938
$1.74K ﹤0.01%
47
939
$1.73K ﹤0.01%
442
940
$1.72K ﹤0.01%
279
941
$1.71K ﹤0.01%
19
942
$1.7K ﹤0.01%
26
943
$1.7K ﹤0.01%
40
944
$1.69K ﹤0.01%
47
945
$1.68K ﹤0.01%
85
946
$1.68K ﹤0.01%
31
-42
947
$1.66K ﹤0.01%
7
948
$1.64K ﹤0.01%
1,198
949
$1.64K ﹤0.01%
188
950
$1.61K ﹤0.01%
312
36 37
38
39 40