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
$370M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,168
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$4.58M
3 +$4.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.88M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.77%
2 Financials 4.46%
3 Industrials 4.28%
4 Healthcare 2.51%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KFY icon
1476
Korn Ferry
KFY
$3.62B
$1.19K ﹤0.01%
17
ASB icon
1477
Associated Banc-Corp
ASB
$4.41B
$1.18K ﹤0.01%
46
PSIX
1478
Power Solutions International
PSIX
$1.5B
$1.18K ﹤0.01%
12
MGM icon
1479
MGM Resorts International
MGM
$10B
$1.18K ﹤0.01%
34
-2
WD icon
1480
Walker & Dunlop
WD
$2.1B
$1.17K ﹤0.01%
14
+3
BCO icon
1481
Brink's
BCO
$4.99B
$1.17K ﹤0.01%
10
KEX icon
1482
Kirby Corp
KEX
$6.08B
$1.17K ﹤0.01%
14
-3
MMSI icon
1483
Merit Medical Systems
MMSI
$5.17B
$1.17K ﹤0.01%
14
+2
STWD icon
1484
Starwood Property Trust
STWD
$6.86B
$1.16K ﹤0.01%
60
-12
BCC icon
1485
Boise Cascade
BCC
$2.87B
$1.16K ﹤0.01%
15
+2
CATY icon
1486
Cathay General Bancorp
CATY
$3.48B
$1.15K ﹤0.01%
24
RVLV icon
1487
Revolve Group
RVLV
$2.02B
$1.15K ﹤0.01%
54
UEC icon
1488
Uranium Energy
UEC
$5.76B
$1.15K ﹤0.01%
86
SKY icon
1489
Champion Homes
SKY
$4.89B
$1.15K ﹤0.01%
15
FHB icon
1490
First Hawaiian
FHB
$3.25B
$1.14K ﹤0.01%
46
AGEN
1491
Agenus
AGEN
$120M
$1.14K ﹤0.01%
296
CXT icon
1492
Crane NXT
CXT
$2.66B
$1.14K ﹤0.01%
17
+4
PRKS icon
1493
United Parks & Resorts
PRKS
$1.9B
$1.14K ﹤0.01%
22
+5
VRRM icon
1494
Verra Mobility
VRRM
$3.51B
$1.14K ﹤0.01%
46
+7
CHWY icon
1495
Chewy
CHWY
$13.3B
$1.13K ﹤0.01%
28
+7
NPO icon
1496
Enpro
NPO
$4.34B
$1.13K ﹤0.01%
5
EDIT icon
1497
Editas Medicine
EDIT
$229M
$1.13K ﹤0.01%
325
YETI icon
1498
Yeti Holdings
YETI
$3.39B
$1.13K ﹤0.01%
34
+16
PSQH icon
1499
PSQ Holdings
PSQH
$49.9M
$1.13K ﹤0.01%
590
TMP icon
1500
Tompkins Financial
TMP
$1.1B
$1.13K ﹤0.01%
17