FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
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
GXO icon
1201
GXO Logistics
GXO
$6.35B
$1.9K ﹤0.01%
36
+11
CWK icon
1202
Cushman & Wakefield Ltd
CWK
$2.93B
$1.89K ﹤0.01%
117
+33
TKO icon
1203
TKO Group
TKO
$15.9B
$1.88K ﹤0.01%
9
-6
ELS icon
1204
Equity Lifestyle Properties
ELS
$13.1B
$1.88K ﹤0.01%
31
+9
HRTG icon
1205
Heritage Insurance Holdings
HRTG
$831M
$1.87K ﹤0.01%
+64
CHCT
1206
Community Healthcare Trust
CHCT
$476M
$1.85K ﹤0.01%
+113
NTR icon
1207
Nutrien
NTR
$36.7B
$1.85K ﹤0.01%
30
ASO icon
1208
Academy Sports + Outdoors
ASO
$3.95B
$1.85K ﹤0.01%
37
-56
THO icon
1209
Thor Industries
THO
$4.54B
$1.85K ﹤0.01%
18
-5
GVA icon
1210
Granite Construction
GVA
$5.37B
$1.85K ﹤0.01%
16
-1
LW icon
1211
Lamb Weston
LW
$6.39B
$1.84K ﹤0.01%
44
+1
NMRA icon
1212
Neumora Therapeutics
NMRA
$547M
$1.83K ﹤0.01%
1,022
CZFS icon
1213
Citizens Financial Services
CZFS
$296M
$1.82K ﹤0.01%
32
G icon
1214
Genpact
G
$7.1B
$1.82K ﹤0.01%
39
-13
INGN icon
1215
Inogen
INGN
$173M
$1.82K ﹤0.01%
271
-147
IBP icon
1216
Installed Building Products
IBP
$8.25B
$1.82K ﹤0.01%
7
APLD icon
1217
Applied Digital
APLD
$7.56B
$1.81K ﹤0.01%
74
NWE icon
1218
NorthWestern Energy
NWE
$4.26B
$1.81K ﹤0.01%
28
SKYW icon
1219
Skywest
SKYW
$3.77B
$1.81K ﹤0.01%
18
+3
NMIH icon
1220
NMI Holdings
NMIH
$2.91B
$1.79K ﹤0.01%
44
TELO icon
1221
Telomir Pharmaceuticals
TELO
$45.7M
$1.79K ﹤0.01%
+1,347
ONMD icon
1222
OneMedNet
ONMD
$35.3M
$1.78K ﹤0.01%
1,622
+713
DAVE icon
1223
Dave Inc
DAVE
$2.93B
$1.77K ﹤0.01%
8
+2
PACK icon
1224
Ranpak Holdings
PACK
$327M
$1.77K ﹤0.01%
327
HEI.A icon
1225
HEICO Corp Class A
HEI.A
$32.7B
$1.77K ﹤0.01%
7
-3