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
1226
$1.88K ﹤0.01%
+67
1227
$1.88K ﹤0.01%
70
+64
1228
$1.88K ﹤0.01%
+51
1229
$1.88K ﹤0.01%
32
1230
$1.88K ﹤0.01%
+8
1231
$1.87K ﹤0.01%
+36
1232
$1.87K ﹤0.01%
+49
1233
$1.86K ﹤0.01%
+19
1234
$1.86K ﹤0.01%
+44
1235
$1.85K ﹤0.01%
+11
1236
$1.84K ﹤0.01%
+137
1237
$1.84K ﹤0.01%
+22
1238
$1.84K ﹤0.01%
+34
1239
$1.84K ﹤0.01%
45
1240
$1.83K ﹤0.01%
+34
1241
$1.83K ﹤0.01%
+45
1242
$1.81K ﹤0.01%
+13
1243
$1.81K ﹤0.01%
+214
1244
$1.81K ﹤0.01%
+10
1245
$1.81K ﹤0.01%
+265
1246
$1.8K ﹤0.01%
+270
1247
$1.79K ﹤0.01%
+28
1248
$1.79K ﹤0.01%
+65
1249
$1.79K ﹤0.01%
+393
1250
$1.79K ﹤0.01%
+8
48 49
50
51 52