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
1326
$1.51K ﹤0.01%
+693
1327
$1.51K ﹤0.01%
+63
1328
$1.51K ﹤0.01%
17
+4
1329
$1.5K ﹤0.01%
83
+82
1330
$1.49K ﹤0.01%
+68
1331
$1.49K ﹤0.01%
+23
1332
$1.48K ﹤0.01%
59
-120
1333
$1.48K ﹤0.01%
+5
1334
$1.48K ﹤0.01%
+19
1335
$1.48K ﹤0.01%
+20
1336
$1.47K ﹤0.01%
146
-77
1337
$1.47K ﹤0.01%
+6
1338
$1.46K ﹤0.01%
+130
1339
$1.46K ﹤0.01%
+16
1340
$1.46K ﹤0.01%
+20
1341
$1.45K ﹤0.01%
+20
1342
$1.45K ﹤0.01%
72
-13
1343
$1.44K ﹤0.01%
+21
1344
$1.44K ﹤0.01%
+14
1345
$1.44K ﹤0.01%
+90
1346
$1.43K ﹤0.01%
26
-26
1347
$1.42K ﹤0.01%
+288
1348
$1.42K ﹤0.01%
+39
1349
$1.42K ﹤0.01%
+72
1350
$1.41K ﹤0.01%
+21
52 53
54
55 56