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
1101
$2.42K ﹤0.01%
+1,949
1102
$2.41K ﹤0.01%
+40
1103
$2.4K ﹤0.01%
+226
1104
$2.4K ﹤0.01%
+51
1105
$2.4K ﹤0.01%
+71
1106
$2.38K ﹤0.01%
20
-43
1107
$2.37K ﹤0.01%
279
1108
$2.37K ﹤0.01%
+57
1109
$2.36K ﹤0.01%
+66
1110
$2.36K ﹤0.01%
+8
1111
$2.35K ﹤0.01%
+13
1112
$2.34K ﹤0.01%
+13
1113
$2.34K ﹤0.01%
44
+4
1114
$2.34K ﹤0.01%
+613
1115
$2.33K ﹤0.01%
+9
1116
$2.32K ﹤0.01%
+486
1117
$2.31K ﹤0.01%
+10
1118
$2.31K ﹤0.01%
+22
1119
$2.31K ﹤0.01%
+69
1120
$2.31K ﹤0.01%
145
1121
$2.31K ﹤0.01%
+151
1122
$2.3K ﹤0.01%
+660
1123
$2.3K ﹤0.01%
106
-11
1124
$2.29K ﹤0.01%
34
+11
1125
$2.29K ﹤0.01%
+734
43 44
45
46 47