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
976
$1.36K ﹤0.01%
45
977
$1.35K ﹤0.01%
9
-10
978
$1.35K ﹤0.01%
41
-67
979
$1.35K ﹤0.01%
46
980
$1.35K ﹤0.01%
16
-36
981
$1.34K ﹤0.01%
154
982
$1.33K ﹤0.01%
47
983
$1.33K ﹤0.01%
5
984
$1.33K ﹤0.01%
20
985
$1.32K ﹤0.01%
192
986
$1.3K ﹤0.01%
21
987
$1.3K ﹤0.01%
112
+20
988
$1.29K ﹤0.01%
251
989
$1.29K ﹤0.01%
4
-3
990
$1.26K ﹤0.01%
203
991
$1.25K ﹤0.01%
6
992
$1.25K ﹤0.01%
+223
993
$1.23K ﹤0.01%
19
994
$1.23K ﹤0.01%
87
995
$1.22K ﹤0.01%
50
996
$1.2K ﹤0.01%
12
997
$1.2K ﹤0.01%
7
-156
998
$1.2K ﹤0.01%
36
999
$1.18K ﹤0.01%
90
1000
$1.17K ﹤0.01%
109
38 39
40
41 42