FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$4.14M
3 +$4.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.74M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.76%
2 Financials 4.47%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SEIC icon
926
SEI Investments
SEIC
$9.96B
$3.73K ﹤0.01%
44
+3
APG icon
927
APi Group
APG
$18.3B
$3.71K ﹤0.01%
108
+37
HRL icon
928
Hormel Foods
HRL
$13.4B
$3.71K ﹤0.01%
150
+19
WTFC icon
929
Wintrust Financial
WTFC
$9.25B
$3.71K ﹤0.01%
28
BWA icon
930
BorgWarner
BWA
$11B
$3.69K ﹤0.01%
84
+6
GLDD icon
931
Great Lakes Dredge & Dock
GLDD
$1.13B
$3.69K ﹤0.01%
308
HTFL
932
Heartflow Inc
HTFL
$1.97B
$3.67K ﹤0.01%
+109
FN icon
933
Fabrinet
FN
$18.9B
$3.65K ﹤0.01%
10
+2
CENX icon
934
Century Aluminum
CENX
$5.39B
$3.64K ﹤0.01%
124
HRB icon
935
H&R Block
HRB
$4.09B
$3.64K ﹤0.01%
72
BE icon
936
Bloom Energy
BE
$42.5B
$3.64K ﹤0.01%
43
MAA icon
937
Mid-America Apartment Communities
MAA
$15.5B
$3.63K ﹤0.01%
26
-1,054
ENSG icon
938
The Ensign Group
ENSG
$12B
$3.63K ﹤0.01%
21
+2
CASH icon
939
Pathward Financial
CASH
$1.96B
$3.63K ﹤0.01%
49
TXG icon
940
10x Genomics
TXG
$2.67B
$3.62K ﹤0.01%
310
Z icon
941
Zillow
Z
$10.9B
$3.62K ﹤0.01%
47
+3
PSTG icon
942
Everpure, Inc.
PSTG
$20.8B
$3.6K ﹤0.01%
43
+12
DOC icon
943
Healthpeak Properties
DOC
$12.1B
$3.6K ﹤0.01%
188
-29
ZS icon
944
Zscaler
ZS
$26.1B
$3.6K ﹤0.01%
12
+4
GLIBK
945
GCI Liberty Inc Series C
GLIBK
$1.48B
$3.58K ﹤0.01%
+96
SPNS
946
DELISTED
Sapiens International
SPNS
$3.57K ﹤0.01%
83
ZBRA icon
947
Zebra Technologies
ZBRA
$10.8B
$3.57K ﹤0.01%
12
+2
CPA icon
948
Copa Holdings
CPA
$5.16B
$3.56K ﹤0.01%
30
HEI icon
949
HEICO Corp
HEI
$43.3B
$3.55K ﹤0.01%
11
+1
KRC icon
950
Kilroy Realty
KRC
$3.53B
$3.55K ﹤0.01%
84