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
1301
$1.59K ﹤0.01%
+11
1302
$1.58K ﹤0.01%
+914
1303
$1.57K ﹤0.01%
44
+20
1304
$1.56K ﹤0.01%
+23
1305
$1.56K ﹤0.01%
+69
1306
$1.56K ﹤0.01%
201
-7,188
1307
$1.56K ﹤0.01%
+41
1308
$1.55K ﹤0.01%
+30
1309
$1.55K ﹤0.01%
+51
1310
$1.55K ﹤0.01%
+28
1311
$1.54K ﹤0.01%
+10
1312
$1.54K ﹤0.01%
+19
1313
$1.54K ﹤0.01%
118
-3
1314
$1.54K ﹤0.01%
+116
1315
$1.54K ﹤0.01%
+80
1316
$1.53K ﹤0.01%
+20
1317
$1.53K ﹤0.01%
+46
1318
$1.53K ﹤0.01%
+22
1319
$1.53K ﹤0.01%
+3
1320
$1.53K ﹤0.01%
+82
1321
$1.53K ﹤0.01%
+54
1322
$1.52K ﹤0.01%
+97
1323
$1.52K ﹤0.01%
158
-54
1324
$1.52K ﹤0.01%
+19
1325
$1.52K ﹤0.01%
+20
51 52
53
54 55