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
1451
$1.13K ﹤0.01%
20
-39
1452
$1.12K ﹤0.01%
+5
1453
$1.12K ﹤0.01%
+46
1454
$1.12K ﹤0.01%
+12
1455
$1.12K ﹤0.01%
+52
1456
$1.12K ﹤0.01%
+9
1457
$1.12K ﹤0.01%
+15
1458
$1.11K ﹤0.01%
+13
1459
$1.11K ﹤0.01%
+15
1460
$1.11K ﹤0.01%
+7
1461
$1.11K ﹤0.01%
254
-880
1462
$1.11K ﹤0.01%
+39
1463
$1.1K ﹤0.01%
+9
1464
$1.1K ﹤0.01%
49
-10
1465
$1.1K ﹤0.01%
+269
1466
$1.1K ﹤0.01%
98
+49
1467
$1.1K ﹤0.01%
+41
1468
$1.09K ﹤0.01%
+24
1469
$1.08K ﹤0.01%
+54
1470
$1.08K ﹤0.01%
+9
1471
$1.08K ﹤0.01%
+6
1472
$1.08K ﹤0.01%
+12
1473
$1.07K ﹤0.01%
+846
1474
$1.07K ﹤0.01%
+449
1475
$1.07K ﹤0.01%
+17
57 58
59
60 61