FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
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
$2.92B
$2.12K ﹤0.01%
266
-26
NOV icon
1152
NOV
NOV
$7.39B
$2.11K ﹤0.01%
135
+20
SONO icon
1153
Sonos
SONO
$1.78B
$2.11K ﹤0.01%
120
DKNG icon
1154
DraftKings
DKNG
$11.5B
$2.1K ﹤0.01%
61
-25
HI
1155
DELISTED
Hillenbrand
HI
$2.09K ﹤0.01%
66
-3
SW
1156
Smurfit Westrock
SW
$20.9B
$2.09K ﹤0.01%
54
+4
H icon
1157
Hyatt Hotels
H
$15.5B
$2.08K ﹤0.01%
13
-4
NYT icon
1158
New York Times
NYT
$13.1B
$2.08K ﹤0.01%
30
-10
BMRN icon
1159
BioMarin Pharmaceuticals
BMRN
$10.3B
$2.08K ﹤0.01%
35
-8
IPI icon
1160
Intrepid Potash
IPI
$496M
$2.08K ﹤0.01%
75
-27
MMS icon
1161
Maximus
MMS
$3.57B
$2.07K ﹤0.01%
24
-2
TREX icon
1162
Trex
TREX
$4.35B
$2.07K ﹤0.01%
59
+33
MCY icon
1163
Mercury Insurance
MCY
$5.34B
$2.07K ﹤0.01%
22
-1
LBRT icon
1164
Liberty Energy
LBRT
$5.31B
$2.07K ﹤0.01%
112
+58
LGIH icon
1165
LGI Homes
LGIH
$1.05B
$2.06K ﹤0.01%
48
+23
DOC icon
1166
Healthpeak Properties
DOC
$11.4B
$2.04K ﹤0.01%
127
-61
RUN icon
1167
Sunrun
RUN
$3B
$2.04K ﹤0.01%
+111
BWB icon
1168
Bridgewater Bancshares
BWB
$511M
$2.03K ﹤0.01%
116
-29
CNM icon
1169
Core & Main
CNM
$9.31B
$2.03K ﹤0.01%
39
-13
ZS icon
1170
Zscaler
ZS
$21.8B
$2.02K ﹤0.01%
9
-3
HQY icon
1171
HealthEquity
HQY
$6.97B
$2.02K ﹤0.01%
22
+3
NWS icon
1172
News Corp Class B
NWS
$16.6B
$2.02K ﹤0.01%
68
+14
VMI icon
1173
Valmont Industries
VMI
$9.75B
$2.01K ﹤0.01%
5
-2
ACLS icon
1174
Axcelis
ACLS
$4.4B
$2.01K ﹤0.01%
25
HUBS icon
1175
HubSpot
HUBS
$11.8B
$2.01K ﹤0.01%
5
-23