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
1276
$1.7K ﹤0.01%
+37
1277
$1.7K ﹤0.01%
+21
1278
$1.68K ﹤0.01%
+36
1279
$1.67K ﹤0.01%
+65
1280
$1.67K ﹤0.01%
+34
1281
$1.66K ﹤0.01%
+25
1282
$1.66K ﹤0.01%
+72
1283
$1.66K ﹤0.01%
+37
1284
$1.66K ﹤0.01%
+51
1285
$1.65K ﹤0.01%
3
1286
$1.65K ﹤0.01%
+58
1287
$1.65K ﹤0.01%
+25
1288
$1.65K ﹤0.01%
+31
1289
$1.63K ﹤0.01%
+522
1290
$1.63K ﹤0.01%
140
-2,457
1291
$1.63K ﹤0.01%
989
-976
1292
$1.62K ﹤0.01%
+31
1293
$1.62K ﹤0.01%
+135
1294
$1.62K ﹤0.01%
45
1295
$1.61K ﹤0.01%
+17
1296
$1.61K ﹤0.01%
+23
1297
$1.61K ﹤0.01%
+9
1298
$1.6K ﹤0.01%
38
-68
1299
$1.6K ﹤0.01%
+50
1300
$1.6K ﹤0.01%
+244
50 51
52
53 54