FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Top Sells

1
+$13.6M
2
+$8.29M
3
+$5.82M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.56M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.81M

Sector Composition

1 Technology 9.13%
2 Industrials 5.45%
3 Financials 5.26%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2.52K ﹤0.01%
231
+141
1077
$2.52K ﹤0.01%
24
-4
1078
$2.51K ﹤0.01%
+20
1079
$2.51K ﹤0.01%
+8
1080
$2.51K ﹤0.01%
+54
1081
$2.5K ﹤0.01%
29
+12
1082
$2.5K ﹤0.01%
+266
1083
$2.5K ﹤0.01%
74
1084
$2.5K ﹤0.01%
9
+5
1085
$2.5K ﹤0.01%
52
-150
1086
$2.5K ﹤0.01%
102
1087
$2.49K ﹤0.01%
+67
1088
$2.48K ﹤0.01%
+16
1089
$2.48K ﹤0.01%
82
-918
1090
$2.48K ﹤0.01%
+15
1091
$2.46K ﹤0.01%
31
+3
1092
$2.46K ﹤0.01%
+10
1093
$2.46K ﹤0.01%
+21
1094
$2.45K ﹤0.01%
+39
1095
$2.44K ﹤0.01%
+10
1096
$2.44K ﹤0.01%
+30
1097
$2.43K ﹤0.01%
83
1098
$2.43K ﹤0.01%
43
+12
1099
$2.42K ﹤0.01%
+11
1100
$2.42K ﹤0.01%
+195
42 43
44
45 46