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
1351
$1.41K ﹤0.01%
+9
1352
$1.41K ﹤0.01%
+102
1353
$1.41K ﹤0.01%
+26
1354
$1.4K ﹤0.01%
+15
1355
$1.4K ﹤0.01%
+120
1356
$1.4K ﹤0.01%
+14
1357
$1.39K ﹤0.01%
+45
1358
$1.39K ﹤0.01%
+63
1359
$1.39K ﹤0.01%
+69
1360
$1.37K ﹤0.01%
+31
1361
$1.37K ﹤0.01%
48
-61
1362
$1.37K ﹤0.01%
269
+89
1363
$1.36K ﹤0.01%
+33
1364
$1.36K ﹤0.01%
+6
1365
$1.35K ﹤0.01%
+13
1366
$1.35K ﹤0.01%
+21
1367
$1.35K ﹤0.01%
+296
1368
$1.35K ﹤0.01%
+18
1369
$1.35K ﹤0.01%
+31
1370
$1.34K ﹤0.01%
+7
1371
$1.34K ﹤0.01%
+94
1372
$1.34K ﹤0.01%
+26
1373
$1.34K ﹤0.01%
+26
1374
$1.33K ﹤0.01%
+11
1375
$1.33K ﹤0.01%
+24
53 54
55
56 57