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
1426
$1.2K ﹤0.01%
+11
1427
$1.19K ﹤0.01%
+9
1428
$1.19K ﹤0.01%
+53
1429
$1.19K ﹤0.01%
+14
1430
$1.19K ﹤0.01%
+14
1431
$1.19K ﹤0.01%
+88
1432
$1.19K ﹤0.01%
+33
1433
$1.18K ﹤0.01%
103
-575
1434
$1.17K ﹤0.01%
+37
1435
$1.17K ﹤0.01%
+31
1436
$1.17K ﹤0.01%
+327
1437
$1.15K ﹤0.01%
+995
1438
$1.15K ﹤0.01%
+67
1439
$1.15K ﹤0.01%
+42
1440
$1.15K ﹤0.01%
+46
1441
$1.14K ﹤0.01%
+22
1442
$1.14K ﹤0.01%
+21
1443
$1.14K ﹤0.01%
+1,377
1444
$1.14K ﹤0.01%
22
-275
1445
$1.14K ﹤0.01%
+93
1446
$1.14K ﹤0.01%
+26
1447
$1.13K ﹤0.01%
31
-10
1448
$1.13K ﹤0.01%
24
+6
1449
$1.13K ﹤0.01%
+13
1450
$1.13K ﹤0.01%
+41
56 57
58
59 60