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
1001
$2.03K ﹤0.01%
19
1002
$2K ﹤0.01%
58
1003
$1.99K ﹤0.01%
+19
1004
$1.99K ﹤0.01%
+28
1005
$1.98K ﹤0.01%
188
1006
$1.98K ﹤0.01%
68
1007
$1.96K ﹤0.01%
17
+8
1008
$1.93K ﹤0.01%
279
1009
$1.93K ﹤0.01%
+319
1010
$1.93K ﹤0.01%
+71
1011
$1.93K ﹤0.01%
+120
1012
$1.91K ﹤0.01%
118
1013
$1.9K ﹤0.01%
49
1014
$1.88K ﹤0.01%
32
1015
$1.88K ﹤0.01%
19
1016
$1.86K ﹤0.01%
+4
1017
$1.86K ﹤0.01%
+19
1018
$1.86K ﹤0.01%
118
1019
$1.85K ﹤0.01%
23
1020
$1.82K ﹤0.01%
+23
1021
$1.82K ﹤0.01%
75
1022
$1.8K ﹤0.01%
75
1023
$1.8K ﹤0.01%
235
+103
1024
$1.79K ﹤0.01%
+18
1025
$1.79K ﹤0.01%
49
39 40
41
42 43