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
1076
$1.21K ﹤0.01%
+10
1077
$1.2K ﹤0.01%
220
1078
$1.18K ﹤0.01%
+29
1079
$1.16K ﹤0.01%
+105
1080
$1.16K ﹤0.01%
+10
1081
$1.16K ﹤0.01%
+7
1082
$1.15K ﹤0.01%
104
1083
$1.14K ﹤0.01%
59
1084
$1.13K ﹤0.01%
105
1085
$1.13K ﹤0.01%
+11
1086
$1.13K ﹤0.01%
+25
1087
$1.13K ﹤0.01%
518
-126
1088
$1.12K ﹤0.01%
9
1089
$1.09K ﹤0.01%
+50
1090
$1.08K ﹤0.01%
+38
1091
$1.08K ﹤0.01%
19
1092
$1.07K ﹤0.01%
84
1093
$1.06K ﹤0.01%
99
1094
$1.05K ﹤0.01%
+22
1095
$1.05K ﹤0.01%
+7
1096
$1.04K ﹤0.01%
6
1097
$1.04K ﹤0.01%
31
1098
$1.03K ﹤0.01%
+3
1099
$1.03K ﹤0.01%
+18
1100
$1.01K ﹤0.01%
+16
42 43
44
45 46