FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$7.93M
3 +$6.06M
4
CVX icon
Chevron
CVX
+$5.4M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.62M

Sector Composition

1 Technology 8.14%
2 Industrials 4.37%
3 Financials 4.03%
4 Healthcare 2.49%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CCC
1151
CCC Intelligent Solutions
CCC
$3.58B
$2.12K ﹤0.01%
266
-26
NOV icon
1152
NOV
NOV
$6.98B
$2.11K ﹤0.01%
135
+20
SONO icon
1153
Sonos
SONO
$1.71B
$2.11K ﹤0.01%
120
DKNG icon
1154
DraftKings
DKNG
$12.2B
$2.1K ﹤0.01%
61
-25
HI
1155
DELISTED
Hillenbrand
HI
$2.09K ﹤0.01%
66
-3
SW
1156
Smurfit Westrock
SW
$22.4B
$2.09K ﹤0.01%
54
+4
H icon
1157
Hyatt Hotels
H
$14.7B
$2.08K ﹤0.01%
13
-4
NYT icon
1158
New York Times
NYT
$12.8B
$2.08K ﹤0.01%
30
-10
BMRN icon
1159
BioMarin Pharmaceuticals
BMRN
$11.9B
$2.08K ﹤0.01%
35
-8
IPI icon
1160
Intrepid Potash
IPI
$547M
$2.08K ﹤0.01%
75
-27
MMS icon
1161
Maximus
MMS
$4B
$2.07K ﹤0.01%
24
-2
TREX icon
1162
Trex
TREX
$3.95B
$2.07K ﹤0.01%
59
+33
MCY icon
1163
Mercury Insurance
MCY
$5.05B
$2.07K ﹤0.01%
22
-1
LBRT icon
1164
Liberty Energy
LBRT
$4.62B
$2.07K ﹤0.01%
112
+58
LGIH icon
1165
LGI Homes
LGIH
$993M
$2.06K ﹤0.01%
48
+23
DOC icon
1166
Healthpeak Properties
DOC
$12.1B
$2.04K ﹤0.01%
127
-61
RUN icon
1167
Sunrun
RUN
$2.73B
$2.04K ﹤0.01%
+111
BWB icon
1168
Bridgewater Bancshares
BWB
$491M
$2.03K ﹤0.01%
116
-29
CNM icon
1169
Core & Main
CNM
$9.5B
$2.03K ﹤0.01%
39
-13
ZS icon
1170
Zscaler
ZS
$25.3B
$2.02K ﹤0.01%
9
-3
HQY icon
1171
HealthEquity
HQY
$6.73B
$2.02K ﹤0.01%
22
+3
NWS icon
1172
News Corp Class B
NWS
$15.1B
$2.02K ﹤0.01%
68
+14
VMI icon
1173
Valmont Industries
VMI
$8.48B
$2.01K ﹤0.01%
5
-2
ACLS icon
1174
Axcelis
ACLS
$2.68B
$2.01K ﹤0.01%
25
HUBS icon
1175
HubSpot
HUBS
$14.2B
$2.01K ﹤0.01%
5
-23