FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHE icon
1376
Chemed
CHE
$5.01B
$1.51K ﹤0.01%
4
-19
SKYT icon
1377
SkyWater Technology
SKYT
$1.61B
$1.51K ﹤0.01%
55
CCC
1378
CCC Intelligent Solutions
CCC
$3.15B
$1.51K ﹤0.01%
251
-15
NTLA icon
1379
Intellia Therapeutics
NTLA
$1.87B
$1.5K ﹤0.01%
+117
HPP
1380
Hudson Pacific Properties
HPP
$452M
$1.5K ﹤0.01%
253
CCS icon
1381
Century Communities
CCS
$1.85B
$1.49K ﹤0.01%
26
+10
TFSL icon
1382
TFS Financial
TFSL
$4.16B
$1.49K ﹤0.01%
106
+80
EDIT icon
1383
Editas Medicine
EDIT
$323M
$1.48K ﹤0.01%
600
+275
NEOG icon
1384
Neogen
NEOG
$2.05B
$1.48K ﹤0.01%
159
SRRK icon
1385
Scholar Rock
SRRK
$5.53B
$1.48K ﹤0.01%
30
MRTN icon
1386
Marten Transport
MRTN
$1.21B
$1.47K ﹤0.01%
112
PRK icon
1387
Park National Corp
PRK
$3.11B
$1.47K ﹤0.01%
9
+4
AVAV icon
1388
AeroVironment
AVAV
$10.2B
$1.46K ﹤0.01%
8
DORM icon
1389
Dorman Products
DORM
$3.32B
$1.46K ﹤0.01%
14
+3
MCHI icon
1390
iShares MSCI China ETF
MCHI
$6.78B
$1.46K ﹤0.01%
26
IOSP icon
1391
Innospec
IOSP
$1.88B
$1.46K ﹤0.01%
20
+16
ULS icon
1392
UL Solutions
ULS
$18.5B
$1.46K ﹤0.01%
17
+13
UAA icon
1393
Under Armour
UAA
$2.87B
$1.45K ﹤0.01%
246
+136
CRVS icon
1394
Corvus Pharmaceuticals
CRVS
$1.44B
$1.45K ﹤0.01%
+99
TOWN icon
1395
Towne Bank
TOWN
$3.29B
$1.45K ﹤0.01%
43
+20
FXI icon
1396
iShares China Large-Cap ETF
FXI
$6.03B
$1.44K ﹤0.01%
40
PLMR icon
1397
Palomar
PLMR
$3.49B
$1.43K ﹤0.01%
12
+2
DNTH icon
1398
Dianthus Therapeutics
DNTH
$4.91B
$1.43K ﹤0.01%
+17
CENTA icon
1399
Central Garden & Pet Co Class A
CENTA
$2.15B
$1.43K ﹤0.01%
44
+26
SBCF icon
1400
Seacoast Banking Corp of Florida
SBCF
$3.13B
$1.42K ﹤0.01%
47
+38