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
1051
$741 ﹤0.01%
81
1052
$736 ﹤0.01%
10
-14
1053
$730 ﹤0.01%
60
1054
$726 ﹤0.01%
229
1055
$724 ﹤0.01%
9
1056
$721 ﹤0.01%
17
1057
$708 ﹤0.01%
212
1058
$692 ﹤0.01%
17
1059
$686 ﹤0.01%
117
1060
$671 ﹤0.01%
381
1061
$668 ﹤0.01%
135
1062
$666 ﹤0.01%
28
+15
1063
$666 ﹤0.01%
58
1064
$638 ﹤0.01%
+25
1065
$636 ﹤0.01%
35
+10
1066
$634 ﹤0.01%
3
1067
$631 ﹤0.01%
89
1068
$629 ﹤0.01%
105
1069
$618 ﹤0.01%
281
1070
$610 ﹤0.01%
276
1071
$607 ﹤0.01%
54
1072
$603 ﹤0.01%
15
1073
$579 ﹤0.01%
6
1074
$544 ﹤0.01%
3
1075
$520 ﹤0.01%
19
41 42
43
44 45