FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVCO icon
1076
Cavco Industries
CVCO
$4.15B
$3.39K ﹤0.01%
7
+3
VSAT icon
1077
Viasat
VSAT
$8.5B
$3.39K ﹤0.01%
74
+56
WTI icon
1078
W&T Offshore
WTI
$565M
$3.37K ﹤0.01%
989
VNT icon
1079
Vontier
VNT
$5.19B
$3.37K ﹤0.01%
95
+67
LSTR icon
1080
Landstar System
LSTR
$6.11B
$3.37K ﹤0.01%
21
+15
NLY icon
1081
Annaly Capital Management
NLY
$16.4B
$3.34K ﹤0.01%
158
DBX icon
1082
Dropbox
DBX
$5.7B
$3.34K ﹤0.01%
147
+94
AMPX icon
1083
Amprius Technologies
AMPX
$2.98B
$3.34K ﹤0.01%
198
+97
JANX icon
1084
Janux Therapeutics
JANX
$924M
$3.32K ﹤0.01%
239
+32
HURN icon
1085
Huron Consulting
HURN
$2.02B
$3.31K ﹤0.01%
26
-2
WU icon
1086
Western Union
WU
$2.92B
$3.31K ﹤0.01%
379
+294
LYTS icon
1087
LSI Industries
LYTS
$831M
$3.29K ﹤0.01%
177
-13
CRGY icon
1088
Crescent Energy
CRGY
$4.16B
$3.28K ﹤0.01%
243
+55
SOLS
1089
Solstice Advanced Materials
SOLS
$12.9B
$3.27K ﹤0.01%
43
-251
UNF icon
1090
Unifirst Corp
UNF
$4.74B
$3.27K ﹤0.01%
13
+10
GXO icon
1091
GXO Logistics
GXO
$6.52B
$3.27K ﹤0.01%
63
+27
NMIH icon
1092
NMI Holdings
NMIH
$3.13B
$3.26K ﹤0.01%
87
+43
NPO icon
1093
Enpro
NPO
$6.1B
$3.26K ﹤0.01%
13
+8
VIRT icon
1094
Virtu Financial
VIRT
$4.17B
$3.25K ﹤0.01%
74
+48
BANC icon
1095
Banc of California
BANC
$2.92B
$3.23K ﹤0.01%
184
-48
NNI icon
1096
Nelnet
NNI
$5.08B
$3.22K ﹤0.01%
25
+15
KRNY icon
1097
Kearny Financial
KRNY
$506M
$3.22K ﹤0.01%
426
IPI icon
1098
Intrepid Potash
IPI
$503M
$3.21K ﹤0.01%
75
PJP icon
1099
Invesco Pharmaceuticals ETF
PJP
$399M
$3.21K ﹤0.01%
+31
SITE icon
1100
SiteOne Landscape Supply
SITE
$6.4B
$3.19K ﹤0.01%
24
+16