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
1126
$2.29K ﹤0.01%
+53
1127
$2.29K ﹤0.01%
+52
1128
$2.29K ﹤0.01%
+406
1129
$2.28K ﹤0.01%
39
-245
1130
$2.28K ﹤0.01%
+23
1131
$2.28K ﹤0.01%
+660
1132
$2.27K ﹤0.01%
+12
1133
$2.27K ﹤0.01%
44
+24
1134
$2.27K ﹤0.01%
862
-3
1135
$2.27K ﹤0.01%
+81
1136
$2.27K ﹤0.01%
+26
1137
$2.27K ﹤0.01%
76
+39
1138
$2.25K ﹤0.01%
+20
1139
$2.25K ﹤0.01%
+31
1140
$2.25K ﹤0.01%
+23
1141
$2.24K ﹤0.01%
+20
1142
$2.23K ﹤0.01%
124
+110
1143
$2.23K ﹤0.01%
+190
1144
$2.23K ﹤0.01%
42
-39
1145
$2.22K ﹤0.01%
+11
1146
$2.22K ﹤0.01%
109
-67
1147
$2.21K ﹤0.01%
+235
1148
$2.21K ﹤0.01%
+36
1149
$2.21K ﹤0.01%
+29
1150
$2.2K ﹤0.01%
+64
44 45
46
47 48