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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLNT icon
1076
Planet Fitness
PLNT
$9.16B
$2.7K ﹤0.01%
26
INDB icon
1077
Independent Bank
INDB
$3.83B
$2.7K ﹤0.01%
39
CPS icon
1078
Cooper-Standard Automotive
CPS
$615M
$2.7K ﹤0.01%
+73
FTV icon
1079
Fortive
FTV
$17.6B
$2.69K ﹤0.01%
55
-1
SWKS icon
1080
Skyworks Solutions
SWKS
$9.9B
$2.69K ﹤0.01%
35
+6
PRGS icon
1081
Progress Software
PRGS
$1.87B
$2.68K ﹤0.01%
61
-6
SSD icon
1082
Simpson Manufacturing
SSD
$6.99B
$2.68K ﹤0.01%
16
BSY icon
1083
Bentley Systems
BSY
$12.3B
$2.68K ﹤0.01%
52
+5
LOB icon
1084
Live Oak Bancshares
LOB
$1.63B
$2.68K ﹤0.01%
76
KBH icon
1085
KB Home
KBH
$4.15B
$2.67K ﹤0.01%
42
MUR icon
1086
Murphy Oil
MUR
$4.44B
$2.67K ﹤0.01%
94
ESNT icon
1087
Essent Group
ESNT
$6.33B
$2.67K ﹤0.01%
42
-9
NAT icon
1088
Nordic American Tanker
NAT
$733M
$2.67K ﹤0.01%
850
-12
TOST icon
1089
Toast
TOST
$20.8B
$2.67K ﹤0.01%
73
+26
LCID icon
1090
Lucid Motors
LCID
$3.79B
$2.66K ﹤0.01%
112
+72
CCC
1091
CCC Intelligent Solutions
CCC
$4.94B
$2.66K ﹤0.01%
292
+26
HLLY icon
1092
Holley
HLLY
$504M
$2.65K ﹤0.01%
+844
DRS icon
1093
Leonardo DRS
DRS
$8.84B
$2.63K ﹤0.01%
58
+4
ALGN icon
1094
Align Technology
ALGN
$11.7B
$2.63K ﹤0.01%
21
-4
PNFP icon
1095
Pinnacle Financial Partners
PNFP
$7.78B
$2.63K ﹤0.01%
28
SGI
1096
Somnigroup International
SGI
$19.2B
$2.61K ﹤0.01%
31
+8
AIT icon
1097
Applied Industrial Technologies
AIT
$9.8B
$2.61K ﹤0.01%
10
+1
PRIM icon
1098
Primoris Services
PRIM
$7.02B
$2.61K ﹤0.01%
19
+2
UMBF icon
1099
UMB Financial
UMBF
$9.02B
$2.6K ﹤0.01%
22
OZK icon
1100
Bank OZK
OZK
$5.36B
$2.6K ﹤0.01%
51