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
$427M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$7.93M
3 +$6.06M
4
CVX icon
Chevron
CVX
+$5.4M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.62M

Sector Composition

1 Technology 8.14%
2 Industrials 4.37%
3 Financials 4.03%
4 Healthcare 2.49%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HELE icon
1401
Helen of Troy
HELE
$545M
$1.13K ﹤0.01%
+53
CPK icon
1402
Chesapeake Utilities
CPK
$3.06B
$1.12K ﹤0.01%
9
KFY icon
1403
Korn Ferry
KFY
$3.41B
$1.12K ﹤0.01%
17
STNG icon
1404
Scorpio Tankers
STNG
$3.95B
$1.12K ﹤0.01%
22
+8
PSN icon
1405
Parsons
PSN
$5.72B
$1.11K ﹤0.01%
18
-6
NEOG icon
1406
Neogen
NEOG
$2.08B
$1.11K ﹤0.01%
159
BSY icon
1407
Bentley Systems
BSY
$10.1B
$1.11K ﹤0.01%
29
-23
PFS icon
1408
Provident Financial Services
PFS
$2.91B
$1.11K ﹤0.01%
56
SEI
1409
Solaris Energy Infrastructure
SEI
$4.21B
$1.1K ﹤0.01%
24
EVH icon
1410
Evolent Health
EVH
$349M
$1.1K ﹤0.01%
275
+145
GHC icon
1411
Graham Holdings Company
GHC
$4.9B
$1.1K ﹤0.01%
1
-1
CBU icon
1412
Community Bank
CBU
$3.27B
$1.09K ﹤0.01%
19
+5
IQST
1413
IQSTEL Inc
IQST
$8.16M
$1.09K ﹤0.01%
+375
NVST icon
1414
Envista
NVST
$4.37B
$1.09K ﹤0.01%
50
-13
CWT icon
1415
California Water Service
CWT
$2.78B
$1.08K ﹤0.01%
25
+2
SMH icon
1416
VanEck Semiconductor ETF
SMH
$57.4B
$1.08K ﹤0.01%
3
FORR icon
1417
Forrester Research
FORR
$116M
$1.07K ﹤0.01%
132
-71
LFVN icon
1418
LifeVantage
LFVN
$65M
$1.07K ﹤0.01%
+174
NPO icon
1419
Enpro
NPO
$6.22B
$1.07K ﹤0.01%
5
AAON icon
1420
Aaon
AAON
$8.15B
$1.07K ﹤0.01%
14
-1
TOST icon
1421
Toast
TOST
$17.1B
$1.06K ﹤0.01%
30
-43
BOOT icon
1422
Boot Barn
BOOT
$5.13B
$1.06K ﹤0.01%
6
-3
DENN
1423
DELISTED
Denny's
DENN
$1.06K ﹤0.01%
170
UUUU icon
1424
Energy Fuels
UUUU
$5.04B
$1.05K ﹤0.01%
+72
ACH
1425
Accendra Health
ACH
$252M
$1.04K ﹤0.01%
+373