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
1476
$1.06K ﹤0.01%
+7
1477
$1.06K ﹤0.01%
51
-779
1478
$1.05K ﹤0.01%
+35
1479
$1.05K ﹤0.01%
+199
1480
$1.05K ﹤0.01%
+10
1481
$1.05K ﹤0.01%
+49
1482
$1.04K ﹤0.01%
+5
1483
$1.03K ﹤0.01%
+7
1484
$1.03K ﹤0.01%
90
-580
1485
$1.03K ﹤0.01%
+43
1486
$1.03K ﹤0.01%
+4
1487
$1.03K ﹤0.01%
+52
1488
$1.03K ﹤0.01%
+11
1489
$1.02K ﹤0.01%
+30
1490
$1.02K ﹤0.01%
+118
1491
$1.02K ﹤0.01%
+15
1492
$1.02K ﹤0.01%
+14
1493
$1.02K ﹤0.01%
+16
1494
$1.02K ﹤0.01%
+44
1495
$1.02K ﹤0.01%
18
-46
1496
$1.02K ﹤0.01%
+25
1497
$1.01K ﹤0.01%
+143
1498
$1.01K ﹤0.01%
45
-87
1499
$1.01K ﹤0.01%
+20
1500
$1.01K ﹤0.01%
+10
58 59
60
61 62