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
1251
$1.78K ﹤0.01%
+31
1252
$1.78K ﹤0.01%
+150
1253
$1.78K ﹤0.01%
40
1254
$1.78K ﹤0.01%
830
-2,347
1255
$1.77K ﹤0.01%
+481
1256
$1.77K ﹤0.01%
32
-138
1257
$1.77K ﹤0.01%
28
1258
$1.76K ﹤0.01%
741
-384
1259
$1.76K ﹤0.01%
+495
1260
$1.76K ﹤0.01%
+709
1261
$1.75K ﹤0.01%
+248
1262
$1.75K ﹤0.01%
+40
1263
$1.75K ﹤0.01%
30
1264
$1.74K ﹤0.01%
158
-19
1265
$1.74K ﹤0.01%
+15
1266
$1.73K ﹤0.01%
171
-187
1267
$1.73K ﹤0.01%
+65
1268
$1.72K ﹤0.01%
38
1269
$1.72K ﹤0.01%
+24
1270
$1.72K ﹤0.01%
+50
1271
$1.71K ﹤0.01%
26
-12
1272
$1.71K ﹤0.01%
79
-1,086
1273
$1.71K ﹤0.01%
+18
1274
$1.71K ﹤0.01%
+6
1275
$1.7K ﹤0.01%
+38
49 50
51
52 53