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
976
$2.3K ﹤0.01%
+13
977
$2.29K ﹤0.01%
185
978
$2.29K ﹤0.01%
28
979
$2.29K ﹤0.01%
74
980
$2.25K ﹤0.01%
44
981
$2.24K ﹤0.01%
+24
982
$2.22K ﹤0.01%
+29
983
$2.22K ﹤0.01%
43
984
$2.21K ﹤0.01%
37
-646
985
$2.17K ﹤0.01%
+22
986
$2.17K ﹤0.01%
283
-1,808
987
$2.16K ﹤0.01%
+30
988
$2.15K ﹤0.01%
72
989
$2.14K ﹤0.01%
127
990
$2.14K ﹤0.01%
+5
991
$2.14K ﹤0.01%
46
992
$2.13K ﹤0.01%
70
993
$2.13K ﹤0.01%
105
994
$2.11K ﹤0.01%
54
-125
995
$2.1K ﹤0.01%
47
996
$2.1K ﹤0.01%
+7
997
$2.08K ﹤0.01%
5
998
$2.06K ﹤0.01%
12
999
$2.06K ﹤0.01%
145
1000
$2.04K ﹤0.01%
45
38 39
40
41 42