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
951
$1.61K ﹤0.01%
153
952
$1.6K ﹤0.01%
64
953
$1.59K ﹤0.01%
5
-6
954
$1.59K ﹤0.01%
28
955
$1.58K ﹤0.01%
177
956
$1.58K ﹤0.01%
75
957
$1.54K ﹤0.01%
23
958
$1.54K ﹤0.01%
522
959
$1.54K ﹤0.01%
185
960
$1.53K ﹤0.01%
77
961
$1.52K ﹤0.01%
37
-77
962
$1.51K ﹤0.01%
76
963
$1.51K ﹤0.01%
648
964
$1.51K ﹤0.01%
42
965
$1.5K ﹤0.01%
16
966
$1.49K ﹤0.01%
30
967
$1.48K ﹤0.01%
21
968
$1.48K ﹤0.01%
44
969
$1.42K ﹤0.01%
121
970
$1.42K ﹤0.01%
118
971
$1.42K ﹤0.01%
40
972
$1.41K ﹤0.01%
5
-91
973
$1.37K ﹤0.01%
44
974
$1.37K ﹤0.01%
12
975
$1.37K ﹤0.01%
15
37 38
39
40 41