FFO

Fortitude Family Office Portfolio holdings

AUM $370M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
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 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
MXCT icon
1326
MaxCyte
MXCT
$174M
$1.51K ﹤0.01%
+693
SHOO icon
1327
Steven Madden
SHOO
$2.69B
$1.51K ﹤0.01%
+63
THO icon
1328
Thor Industries
THO
$5.09B
$1.51K ﹤0.01%
17
+4
DJT icon
1329
Trump Media & Technology Group
DJT
$3.04B
$1.5K ﹤0.01%
83
+82
PINC icon
1330
Premier
PINC
$2.33B
$1.49K ﹤0.01%
+68
ABCB icon
1331
Ameris Bancorp
ABCB
$4.81B
$1.49K ﹤0.01%
+23
DFH icon
1332
Dream Finders Homes
DFH
$1.67B
$1.48K ﹤0.01%
59
-120
IESC icon
1333
IES Holdings
IESC
$7.14B
$1.48K ﹤0.01%
+5
DOCU icon
1334
DocuSign
DOCU
$13B
$1.48K ﹤0.01%
+19
AAON icon
1335
Aaon
AAON
$7.51B
$1.48K ﹤0.01%
+20
APLD icon
1336
Applied Digital
APLD
$6.41B
$1.47K ﹤0.01%
146
-77
BMI icon
1337
Badger Meter
BMI
$5.15B
$1.47K ﹤0.01%
+6
EVH icon
1338
Evolent Health
EVH
$432M
$1.46K ﹤0.01%
+130
SNEX icon
1339
StoneX
SNEX
$4.46B
$1.46K ﹤0.01%
+16
GOLF icon
1340
Acushnet Holdings
GOLF
$4.6B
$1.46K ﹤0.01%
+20
VAC icon
1341
Marriott Vacations Worldwide
VAC
$1.6B
$1.45K ﹤0.01%
+20
STWD icon
1342
Starwood Property Trust
STWD
$6.53B
$1.45K ﹤0.01%
72
-13
PVH icon
1343
PVH
PVH
$3.66B
$1.44K ﹤0.01%
+21
CRVL icon
1344
CorVel
CRVL
$3.73B
$1.44K ﹤0.01%
+14
FLO icon
1345
Flowers Foods
FLO
$2.34B
$1.44K ﹤0.01%
+90
MCHI icon
1346
iShares MSCI China ETF
MCHI
$8.1B
$1.43K ﹤0.01%
26
-26
KSCP icon
1347
Knightscope
KSCP
$51.4M
$1.42K ﹤0.01%
+288
UBSI icon
1348
United Bankshares
UBSI
$4.89B
$1.42K ﹤0.01%
+39
MAT icon
1349
Mattel
MAT
$5.82B
$1.42K ﹤0.01%
+72
MCY icon
1350
Mercury Insurance
MCY
$4.9B
$1.41K ﹤0.01%
+21