FFO
Fortitude Family Office Portfolio holdings
AUM
$302M
1-Year Est. Return
14.89%
1 Year Est. Return
+14.89%
AUM
$280M
AUM Growth
-$315K
(-0.11%)
Holding
1,308
Top Buys
| 1 | +$20.3M | |
| 2 | +$4.77M | |
| 3 | +$4.12M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$2.17M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.14M |
Top Sells
| 1 | +$18.9M | |
| 2 | +$864K | |
| 3 | +$787K | |
| 4 |
IBM
IBM
|
+$739K |
| 5 |
Home Depot
HD
|
+$690K |
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Industrials | 5.64% |
| 3 | Financials | 4.7% |
| 4 | Healthcare | 3.43% |
| 5 | Consumer Discretionary | 3.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Qualys
QLYS
$4.6B
| – | – |
-140
|
|
||
1302
Reynolds Consumer Products
REYN
$4.94B
| – | – |
-475
|
|
||
1303
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| – | – |
-1,400
|
|
||
1304
ScottsMiracle-Gro
SMG
$3.11B
| – | – |
-20
|
|
||
1305
Schneider National
SNDR
$4.14B
| – | – |
-23
|
|
||
1306
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
| – | – |
-3,160
|
|
||
1307
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| – | – |
-1,600
|
|