FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3.39K ﹤0.01%
7
+5
952
$3.36K ﹤0.01%
+127
953
$3.34K ﹤0.01%
+38
954
$3.33K ﹤0.01%
99
+12
955
$3.33K ﹤0.01%
428
+339
956
$3.33K ﹤0.01%
248
+163
957
$3.33K ﹤0.01%
102
958
$3.31K ﹤0.01%
71
-79
959
$3.31K ﹤0.01%
+137
960
$3.31K ﹤0.01%
+56
961
$3.3K ﹤0.01%
77
-41
962
$3.3K ﹤0.01%
57
+13
963
$3.3K ﹤0.01%
32
+4
964
$3.3K ﹤0.01%
+30
965
$3.29K ﹤0.01%
+25
966
$3.29K ﹤0.01%
+12
967
$3.29K ﹤0.01%
31
-6
968
$3.29K ﹤0.01%
+34
969
$3.29K ﹤0.01%
+36
970
$3.28K ﹤0.01%
+11
971
$3.28K ﹤0.01%
+10
972
$3.28K ﹤0.01%
+97
973
$3.26K ﹤0.01%
232
-451
974
$3.26K ﹤0.01%
+504
975
$3.24K ﹤0.01%
+268
37 38
39
40 41