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
976
$3.24K ﹤0.01%
+10
977
$3.23K ﹤0.01%
190
-2,997
978
$3.2K ﹤0.01%
129
+24
979
$3.19K ﹤0.01%
+91
980
$3.18K ﹤0.01%
+141
981
$3.18K ﹤0.01%
+436
982
$3.16K ﹤0.01%
+147
983
$3.15K ﹤0.01%
+24
984
$3.15K ﹤0.01%
32
+30
985
$3.15K ﹤0.01%
+24
986
$3.14K ﹤0.01%
+10
987
$3.12K ﹤0.01%
+18
988
$3.12K ﹤0.01%
+27
989
$3.11K ﹤0.01%
+24
990
$3.1K ﹤0.01%
+57
991
$3.1K ﹤0.01%
51
+36
992
$3.09K ﹤0.01%
+28
993
$3.08K ﹤0.01%
10
+5
994
$3.08K ﹤0.01%
+44
995
$3.07K ﹤0.01%
+32
996
$3.06K ﹤0.01%
18
-123
997
$3.05K ﹤0.01%
+149
998
$3.04K ﹤0.01%
115
-299
999
$3.04K ﹤0.01%
+113
1000
$3.04K ﹤0.01%
141
38 39
40
41 42