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
$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
$8.28B
$2.2K ﹤0.01%
30
+8
NCNO icon
1177
nCino
NCNO
$2.64B
$2.2K ﹤0.01%
81
HL icon
1178
Hecla Mining
HL
$18.9B
$2.19K ﹤0.01%
181
+31
DC icon
1179
Dakota Gold
DC
$720M
$2.19K ﹤0.01%
481
FLR icon
1180
Fluor
FLR
$6.93B
$2.19K ﹤0.01%
52
G icon
1181
Genpact
G
$7.72B
$2.18K ﹤0.01%
52
INSM icon
1182
Insmed
INSM
$34.9B
$2.16K ﹤0.01%
15
+5
FORR icon
1183
Forrester Research
FORR
$151M
$2.15K ﹤0.01%
203
+156
RDNW
1184
RideNow Group
RDNW
$219M
$2.15K ﹤0.01%
+489
RRX icon
1185
Regal Rexnord
RRX
$10.1B
$2.15K ﹤0.01%
15
+4
GNTX icon
1186
Gentex
GNTX
$5.13B
$2.15K ﹤0.01%
76
+13
ARVN icon
1187
Arvinas
ARVN
$773M
$2.15K ﹤0.01%
252
+197
NRXS icon
1188
Neuraxis
NRXS
$49.5M
$2.15K ﹤0.01%
+697
ANGI icon
1189
Angi Inc
ANGI
$537M
$2.15K ﹤0.01%
132
VNT icon
1190
Vontier
VNT
$5.32B
$2.14K ﹤0.01%
51
ACLX icon
1191
Arcellx
ACLX
$4.17B
$2.13K ﹤0.01%
26
SW
1192
Smurfit Westrock
SW
$21.4B
$2.13K ﹤0.01%
50
DBX icon
1193
Dropbox
DBX
$6.38B
$2.12K ﹤0.01%
70
SHOO icon
1194
Steven Madden
SHOO
$3.24B
$2.11K ﹤0.01%
63
ONB icon
1195
Old National Bancorp
ONB
$8.95B
$2.11K ﹤0.01%
96
NE icon
1196
Noble Corp
NE
$5.22B
$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
$2.87B
$2.09K ﹤0.01%
106
KSCP icon
1199
Knightscope
KSCP
$49.8M
$2.08K ﹤0.01%
361
+73
PAYC icon
1200
Paycom
PAYC
$8.1B
$2.08K ﹤0.01%
10