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
1101
$1.01K ﹤0.01%
31
1102
$991 ﹤0.01%
+5
1103
$987 ﹤0.01%
48
1104
$977 ﹤0.01%
+9
1105
$973 ﹤0.01%
11
1106
$966 ﹤0.01%
+12
1107
$895 ﹤0.01%
19
1108
$891 ﹤0.01%
+21
1109
$890 ﹤0.01%
+8
1110
$876 ﹤0.01%
+28
1111
$874 ﹤0.01%
192
1112
$872 ﹤0.01%
381
1113
$868 ﹤0.01%
+19
1114
$865 ﹤0.01%
+38
1115
$863 ﹤0.01%
18
1116
$829 ﹤0.01%
+11
1117
$816 ﹤0.01%
252
1118
$802 ﹤0.01%
11
1119
$792 ﹤0.01%
15
1120
$791 ﹤0.01%
+40
1121
$788 ﹤0.01%
+9
1122
$783 ﹤0.01%
17
1123
$768 ﹤0.01%
+4
1124
$765 ﹤0.01%
+4
1125
$747 ﹤0.01%
+4
43 44
45
46 47