FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KALV icon
1301
KalVista Pharmaceuticals
KALV
$977M
$1.89K ﹤0.01%
94
+34
ASH icon
1302
Ashland
ASH
$2.62B
$1.89K ﹤0.01%
34
+25
SYNA icon
1303
Synaptics
SYNA
$3.29B
$1.89K ﹤0.01%
27
-9
BBWI icon
1304
Bath & Body Works
BBWI
$4.12B
$1.89K ﹤0.01%
101
+55
SLG icon
1305
SL Green Realty
SLG
$2.99B
$1.88K ﹤0.01%
51
ITRI icon
1306
Itron
ITRI
$4.17B
$1.88K ﹤0.01%
21
+14
MANH icon
1307
Manhattan Associates
MANH
$7.99B
$1.86K ﹤0.01%
14
+9
DLB icon
1308
Dolby
DLB
$6.2B
$1.86K ﹤0.01%
31
+12
AIR icon
1309
AAR Corp
AIR
$4.63B
$1.86K ﹤0.01%
17
+14
TNDM icon
1310
Tandem Diabetes Care
TNDM
$1.42B
$1.86K ﹤0.01%
97
SAM icon
1311
Boston Beer
SAM
$2.55B
$1.84K ﹤0.01%
8
-69
CRBU icon
1312
Caribou Biosciences
CRBU
$218M
$1.83K ﹤0.01%
964
+318
SHOO icon
1313
Steven Madden
SHOO
$2.88B
$1.83K ﹤0.01%
54
-14
NERV icon
1314
Minerva Neurosciences
NERV
$302M
$1.83K ﹤0.01%
303
SMG icon
1315
ScottsMiracle-Gro
SMG
$3.73B
$1.82K ﹤0.01%
30
+23
IPAR icon
1316
Interparfums
IPAR
$3.05B
$1.82K ﹤0.01%
20
+17
CHCT
1317
Community Healthcare Trust
CHCT
$489M
$1.8K ﹤0.01%
113
HE icon
1318
Hawaiian Electric Industries
HE
$2.65B
$1.8K ﹤0.01%
121
EGBN icon
1319
Eagle Bancorp
EGBN
$837M
$1.79K ﹤0.01%
+72
FIZZ icon
1320
National Beverage
FIZZ
$3.08B
$1.78K ﹤0.01%
53
+24
ABM icon
1321
ABM Industries
ABM
$2.36B
$1.77K ﹤0.01%
46
+31
SFNC icon
1322
Simmons First National
SFNC
$3.08B
$1.77K ﹤0.01%
91
+63
CPK icon
1323
Chesapeake Utilities
CPK
$2.99B
$1.77K ﹤0.01%
14
+5
KBR icon
1324
KBR
KBR
$4.47B
$1.77K ﹤0.01%
48
+35
SNDR icon
1325
Schneider National
SNDR
$5.3B
$1.77K ﹤0.01%
67
+45