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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HALO icon
1176
Halozyme
HALO
$7.32B
$2.2K ﹤0.01%
30
+8
NCNO icon
1177
nCino
NCNO
$2.92B
$2.2K ﹤0.01%
81
HL icon
1178
Hecla Mining
HL
$12.6B
$2.19K ﹤0.01%
181
+31
DC icon
1179
Dakota Gold
DC
$651M
$2.19K ﹤0.01%
481
FLR icon
1180
Fluor
FLR
$7.03B
$2.19K ﹤0.01%
52
G icon
1181
Genpact
G
$8.24B
$2.18K ﹤0.01%
52
INSM icon
1182
Insmed
INSM
$42B
$2.16K ﹤0.01%
15
+5
FORR icon
1183
Forrester Research
FORR
$135M
$2.15K ﹤0.01%
203
+156
RDNW
1184
RideNow Group
RDNW
$217M
$2.15K ﹤0.01%
+489
RRX icon
1185
Regal Rexnord
RRX
$9.97B
$2.15K ﹤0.01%
15
+4
GNTX icon
1186
Gentex
GNTX
$5.18B
$2.15K ﹤0.01%
76
+13
ARVN icon
1187
Arvinas
ARVN
$808M
$2.15K ﹤0.01%
252
+197
NRXS icon
1188
Neuraxis
NRXS
$28.2M
$2.15K ﹤0.01%
+697
ANGI icon
1189
Angi Inc
ANGI
$573M
$2.15K ﹤0.01%
132
VNT icon
1190
Vontier
VNT
$5.38B
$2.14K ﹤0.01%
51
ACLX icon
1191
Arcellx
ACLX
$4.16B
$2.13K ﹤0.01%
26
SW
1192
Smurfit Westrock
SW
$19.4B
$2.13K ﹤0.01%
50
DBX icon
1193
Dropbox
DBX
$7.09B
$2.12K ﹤0.01%
70
SHOO icon
1194
Steven Madden
SHOO
$3.17B
$2.11K ﹤0.01%
63
ONB icon
1195
Old National Bancorp
ONB
$8.97B
$2.11K ﹤0.01%
96
NE icon
1196
Noble Corp
NE
$4.72B
$2.09K ﹤0.01%
74
+9
ARYD
1197
DELISTED
ARYA Sciences Acquisition Corp IV Class A Odinary Shares
ARYD
$2.09K ﹤0.01%
1,079
+569
CPRX icon
1198
Catalyst Pharmaceutical
CPRX
$2.9B
$2.09K ﹤0.01%
106
KSCP icon
1199
Knightscope
KSCP
$54.8M
$2.08K ﹤0.01%
361
+73
PAYC icon
1200
Paycom
PAYC
$9.15B
$2.08K ﹤0.01%
10