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
1376
$1.33K ﹤0.01%
50
-2
1377
$1.32K ﹤0.01%
+17
1378
$1.32K ﹤0.01%
+248
1379
$1.32K ﹤0.01%
109
1380
$1.32K ﹤0.01%
+57
1381
$1.32K ﹤0.01%
+17
1382
$1.32K ﹤0.01%
21
-45
1383
$1.32K ﹤0.01%
+10
1384
$1.31K ﹤0.01%
+18
1385
$1.3K ﹤0.01%
+15
1386
$1.3K ﹤0.01%
+120
1387
$1.29K ﹤0.01%
95
-205
1388
$1.29K ﹤0.01%
+23
1389
$1.28K ﹤0.01%
+16
1390
$1.27K ﹤0.01%
12
1391
$1.27K ﹤0.01%
+24
1392
$1.26K ﹤0.01%
+54
1393
$1.26K ﹤0.01%
+11
1394
$1.26K ﹤0.01%
+845
1395
$1.26K ﹤0.01%
+142
1396
$1.26K ﹤0.01%
25
1397
$1.25K ﹤0.01%
+336
1398
$1.25K ﹤0.01%
+22
1399
$1.25K ﹤0.01%
+29
1400
$1.25K ﹤0.01%
+17
54 55
56
57 58