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
1176
$2.09K ﹤0.01%
+158
1177
$2.08K ﹤0.01%
+47
1178
$2.08K ﹤0.01%
+6
1179
$2.07K ﹤0.01%
+32
1180
$2.06K ﹤0.01%
18
-15
1181
$2.06K ﹤0.01%
+53
1182
$2.06K ﹤0.01%
+82
1183
$2.05K ﹤0.01%
+17
1184
$2.05K ﹤0.01%
+96
1185
$2.03K ﹤0.01%
83
-4
1186
$2.03K ﹤0.01%
23
-16
1187
$2.03K ﹤0.01%
+51
1188
$2.02K ﹤0.01%
460
+18
1189
$2.01K ﹤0.01%
+132
1190
$2K ﹤0.01%
+14
1191
$2K ﹤0.01%
+55
1192
$2K ﹤0.01%
+70
1193
$2K ﹤0.01%
+131
1194
$2K ﹤0.01%
+208
1195
$1.99K ﹤0.01%
+19
1196
$1.98K ﹤0.01%
62
+15
1197
$1.98K ﹤0.01%
+234
1198
$1.98K ﹤0.01%
+23
1199
$1.98K ﹤0.01%
+66
1200
$1.97K ﹤0.01%
+10
46 47
48
49 50