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
1401
$1.25K ﹤0.01%
145
+111
1402
$1.25K ﹤0.01%
54
-364
1403
$1.24K ﹤0.01%
+17
1404
$1.24K ﹤0.01%
36
-48
1405
$1.24K ﹤0.01%
+12
1406
$1.24K ﹤0.01%
+10
1407
$1.24K ﹤0.01%
+66
1408
$1.24K ﹤0.01%
56
-61
1409
$1.23K ﹤0.01%
+48
1410
$1.23K ﹤0.01%
+3
1411
$1.23K ﹤0.01%
+10
1412
$1.22K ﹤0.01%
+11
1413
$1.22K ﹤0.01%
+9
1414
$1.22K ﹤0.01%
+12
1415
$1.22K ﹤0.01%
+989
1416
$1.21K ﹤0.01%
8
-1
1417
$1.21K ﹤0.01%
+38
1418
$1.21K ﹤0.01%
+37
1419
$1.21K ﹤0.01%
+33
1420
$1.21K ﹤0.01%
+10
1421
$1.21K ﹤0.01%
+590
1422
$1.2K ﹤0.01%
+50
1423
$1.2K ﹤0.01%
+237
1424
$1.2K ﹤0.01%
+38
1425
$1.2K ﹤0.01%
+35
55 56
57
58 59