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
$302M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

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
CHH icon
1626
Choice Hotels
CHH
$4.27B
$761 ﹤0.01%
6
-2
CARS icon
1627
Cars.com
CARS
$670M
$758 ﹤0.01%
64
-15
ZG icon
1628
Zillow
ZG
$16.4B
$753 ﹤0.01%
+11
ETSY icon
1629
Etsy
ETSY
$5.43B
$752 ﹤0.01%
15
-242
SEPN
1630
Septerna Inc
SEPN
$998M
$750 ﹤0.01%
+71
ACHC icon
1631
Acadia Healthcare
ACHC
$1.43B
$749 ﹤0.01%
+33
LMND icon
1632
Lemonade
LMND
$5.11B
$745 ﹤0.01%
+17
OGN icon
1633
Organon & Co
OGN
$1.99B
$745 ﹤0.01%
77
-297
DCO icon
1634
Ducommun
DCO
$1.35B
$744 ﹤0.01%
+9
BOH icon
1635
Bank of Hawaii
BOH
$2.56B
$743 ﹤0.01%
+11
FFAI
1636
Faraday Future Intelligent Electric
FFAI
$152M
$743 ﹤0.01%
+442
SFNC icon
1637
Simmons First National
SFNC
$2.55B
$739 ﹤0.01%
+39
NPWR icon
1638
NET Power
NPWR
$222M
$736 ﹤0.01%
+298
TPIC
1639
DELISTED
TPI Composites
TPIC
$736 ﹤0.01%
+857
HUBG icon
1640
HUB Group
HUBG
$2.16B
$735 ﹤0.01%
+22
FVR
1641
FrontView REIT
FVR
$307M
$732 ﹤0.01%
+61
LADR
1642
Ladder Capital
LADR
$1.34B
$731 ﹤0.01%
68
-171
PRME icon
1643
Prime Medicine
PRME
$632M
$731 ﹤0.01%
+296
LCII icon
1644
LCI Industries
LCII
$2.57B
$730 ﹤0.01%
+8
TRN icon
1645
Trinity Industries
TRN
$2.01B
$729 ﹤0.01%
+27
MXL icon
1646
MaxLinear
MXL
$1.18B
$725 ﹤0.01%
+51
WU icon
1647
Western Union
WU
$2.83B
$724 ﹤0.01%
+86
SGHT icon
1648
Sight Sciences
SGHT
$375M
$723 ﹤0.01%
+175
EBC icon
1649
Eastern Bankshares
EBC
$3.9B
$718 ﹤0.01%
+47
INOD icon
1650
Innodata
INOD
$1.77B
$717 ﹤0.01%
+14