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
1051
$1.49K ﹤0.01%
+330
1052
$1.46K ﹤0.01%
+5
1053
$1.42K ﹤0.01%
+81
1054
$1.4K ﹤0.01%
+159
1055
$1.39K ﹤0.01%
+22
1056
$1.37K ﹤0.01%
26
1057
$1.35K ﹤0.01%
5
1058
$1.35K ﹤0.01%
45
1059
$1.35K ﹤0.01%
+8
1060
$1.34K ﹤0.01%
23
1061
$1.33K ﹤0.01%
+19
1062
$1.32K ﹤0.01%
79
1063
$1.32K ﹤0.01%
42
1064
$1.31K ﹤0.01%
113
1065
$1.31K ﹤0.01%
265
1066
$1.3K ﹤0.01%
46
1067
$1.3K ﹤0.01%
76
1068
$1.29K ﹤0.01%
+1,462
1069
$1.28K ﹤0.01%
+8
1070
$1.28K ﹤0.01%
+34
1071
$1.28K ﹤0.01%
+9
1072
$1.24K ﹤0.01%
+7
1073
$1.23K ﹤0.01%
70
1074
$1.22K ﹤0.01%
27
1075
$1.22K ﹤0.01%
9
+4
41 42
43
44 45