FFO

Fortitude Family Office Portfolio holdings

AUM $370M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$13.9M
3 +$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$69.4K 0.05%
+944
127
$69.4K 0.05%
+428
128
$69.3K 0.05%
+784
129
$68.1K 0.05%
+462
130
$67.6K 0.05%
+641
131
$66.9K 0.05%
+2,870
132
$66.8K 0.05%
+392
133
$66.7K 0.05%
+3,469
134
$65.6K 0.05%
+1,193
135
$63.5K 0.05%
+181
136
$62.9K 0.05%
+5,157
137
$62.6K 0.05%
+241
138
$62.4K 0.05%
+152
139
$62.3K 0.05%
+2,416
140
$61.7K 0.05%
+7,300
141
$61.7K 0.05%
+1,529
142
$60.6K 0.05%
+13,000
143
$59.6K 0.04%
+5,987
144
$59.4K 0.04%
+263
145
$58.8K 0.04%
+5,800
146
$58.7K 0.04%
+3,096
147
$58.6K 0.04%
+4,063
148
$58.5K 0.04%
+1,241
149
$57.6K 0.04%
+1,100
150
$57.5K 0.04%
+1,180