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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

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
MEDP icon
1151
Medpace
MEDP
$16.5B
$2.2K ﹤0.01%
+7
NTRA icon
1152
Natera
NTRA
$28.4B
$2.2K ﹤0.01%
+13
UFPI icon
1153
UFP Industries
UFPI
$5.15B
$2.19K ﹤0.01%
+22
EGBN icon
1154
Eagle Bancorp
EGBN
$480M
$2.18K ﹤0.01%
+112
SPXC icon
1155
SPX Corp
SPXC
$10.3B
$2.18K ﹤0.01%
+13
CVCO icon
1156
Cavco Industries
CVCO
$4.26B
$2.17K ﹤0.01%
5
+3
LEG icon
1157
Leggett & Platt
LEG
$1.18B
$2.17K ﹤0.01%
+243
AMED
1158
DELISTED
Amedisys
AMED
$2.17K ﹤0.01%
+22
APCB icon
1159
ActivePassive Core Bond ETF
APCB
$886M
$2.16K ﹤0.01%
+73
ATGE icon
1160
Adtalem Global Education
ATGE
$3.41B
$2.16K ﹤0.01%
+17
SWKS icon
1161
Skyworks Solutions
SWKS
$9.39B
$2.16K ﹤0.01%
29
+10
MIDD icon
1162
Middleby
MIDD
$5.76B
$2.16K ﹤0.01%
+15
SW
1163
Smurfit Westrock
SW
$17.7B
$2.16K ﹤0.01%
50
-40
VOYA icon
1164
Voya Financial
VOYA
$6.53B
$2.13K ﹤0.01%
+30
CPNG icon
1165
Coupang
CPNG
$50.8B
$2.13K ﹤0.01%
+71
GWRE icon
1166
Guidewire Software
GWRE
$18.4B
$2.12K ﹤0.01%
+9
MUR icon
1167
Murphy Oil
MUR
$4.21B
$2.12K ﹤0.01%
94
+47
PCYO icon
1168
Pure Cycle
PCYO
$266M
$2.11K ﹤0.01%
197
-36
HRI icon
1169
Herc Holdings
HRI
$4.26B
$2.11K ﹤0.01%
+16
AGNC icon
1170
AGNC Investment
AGNC
$10.8B
$2.1K ﹤0.01%
229
FNB icon
1171
FNB Corp
FNB
$5.51B
$2.1K ﹤0.01%
+144
EWTX icon
1172
Edgewise Therapeutics
EWTX
$2.36B
$2.1K ﹤0.01%
160
JHG icon
1173
Janus Henderson
JHG
$6.46B
$2.1K ﹤0.01%
+54
AIT icon
1174
Applied Industrial Technologies
AIT
$9.08B
$2.09K ﹤0.01%
+9
BMRN icon
1175
BioMarin Pharmaceuticals
BMRN
$10.5B
$2.09K ﹤0.01%
38
+17