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
NWS icon
1251
News Corp Class B
NWS
$16.7B
$1.87K ﹤0.01%
54
+4
ADT icon
1252
ADT
ADT
$6.54B
$1.86K ﹤0.01%
214
GVA icon
1253
Granite Construction
GVA
$5.25B
$1.86K ﹤0.01%
17
+2
NMRA icon
1254
Neumora Therapeutics
NMRA
$318M
$1.86K ﹤0.01%
+1,022
ALE
1255
DELISTED
Allete
ALE
$1.86K ﹤0.01%
28
PB icon
1256
Prosperity Bancshares
PB
$7.04B
$1.86K ﹤0.01%
28
VAL icon
1257
Valaris
VAL
$3.78B
$1.85K ﹤0.01%
38
CR icon
1258
Crane Co
CR
$11.9B
$1.84K ﹤0.01%
10
PACK icon
1259
Ranpak Holdings
PACK
$456M
$1.84K ﹤0.01%
327
MTCH icon
1260
Match Group
MTCH
$7.28B
$1.84K ﹤0.01%
52
+7
FVR
1261
FrontView REIT
FVR
$346M
$1.84K ﹤0.01%
134
+73
FTCI icon
1262
FTC Solar
FTCI
$170M
$1.83K ﹤0.01%
+260
RDNT icon
1263
RadNet
RDNT
$5.44B
$1.83K ﹤0.01%
24
+2
SPWH icon
1264
Sportsman's Warehouse
SPWH
$52.7M
$1.83K ﹤0.01%
660
AOSL icon
1265
Alpha and Omega Semiconductor
AOSL
$651M
$1.82K ﹤0.01%
65
LFUS icon
1266
Littelfuse
LFUS
$7.13B
$1.81K ﹤0.01%
7
+1
DIOD icon
1267
Diodes
DIOD
$2.61B
$1.81K ﹤0.01%
34
+10
JRVR icon
1268
James River Group Holdings
JRVR
$307M
$1.81K ﹤0.01%
326
AEHR icon
1269
Aehr Test Systems
AEHR
$890M
$1.81K ﹤0.01%
60
CXM icon
1270
Sprinklr
CXM
$1.63B
$1.81K ﹤0.01%
234
BDC icon
1271
Belden
BDC
$4.52B
$1.8K ﹤0.01%
15
HQY icon
1272
HealthEquity
HQY
$7.18B
$1.8K ﹤0.01%
19
WTI icon
1273
W&T Offshore
WTI
$265M
$1.8K ﹤0.01%
989
PPC icon
1274
Pilgrim's Pride
PPC
$9.94B
$1.79K ﹤0.01%
44
-191
DAR icon
1275
Darling Ingredients
DAR
$6.39B
$1.79K ﹤0.01%
58
+17