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
951
$2.57K ﹤0.01%
123
952
$2.57K ﹤0.01%
100
953
$2.56K ﹤0.01%
+125
954
$2.52K ﹤0.01%
+132
955
$2.51K ﹤0.01%
233
956
$2.49K ﹤0.01%
55
+15
957
$2.48K ﹤0.01%
+10
958
$2.48K ﹤0.01%
+19
959
$2.48K ﹤0.01%
+30
960
$2.44K ﹤0.01%
40
961
$2.41K ﹤0.01%
30
962
$2.4K ﹤0.01%
229
963
$2.39K ﹤0.01%
358
+104
964
$2.38K ﹤0.01%
32
965
$2.36K ﹤0.01%
+117
966
$2.35K ﹤0.01%
19
967
$2.35K ﹤0.01%
30
+20
968
$2.35K ﹤0.01%
192
969
$2.35K ﹤0.01%
99
970
$2.34K ﹤0.01%
26
971
$2.33K ﹤0.01%
12
972
$2.33K ﹤0.01%
117
973
$2.32K ﹤0.01%
30
974
$2.3K ﹤0.01%
6
975
$2.3K ﹤0.01%
19
37 38
39
40 41