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
1201
$1.97K ﹤0.01%
615
-3,734
1202
$1.97K ﹤0.01%
+28
1203
$1.96K ﹤0.01%
+35
1204
$1.96K ﹤0.01%
+35
1205
$1.96K ﹤0.01%
+6
1206
$1.96K ﹤0.01%
36
-164
1207
$1.94K ﹤0.01%
+85
1208
$1.93K ﹤0.01%
+17
1209
$1.93K ﹤0.01%
19
1210
$1.92K ﹤0.01%
+1,029
1211
$1.91K ﹤0.01%
+348
1212
$1.91K ﹤0.01%
+71
1213
$1.91K ﹤0.01%
+326
1214
$1.91K ﹤0.01%
+26
1215
$1.91K ﹤0.01%
+27
1216
$1.91K ﹤0.01%
+80
1217
$1.91K ﹤0.01%
+34
1218
$1.91K ﹤0.01%
+271
1219
$1.9K ﹤0.01%
+14
1220
$1.9K ﹤0.01%
+10
1221
$1.9K ﹤0.01%
90
-305
1222
$1.89K ﹤0.01%
+31
1223
$1.89K ﹤0.01%
+17
1224
$1.89K ﹤0.01%
+2
1225
$1.89K ﹤0.01%
+15
47 48
49
50 51