FFO

Fortitude Family Office Portfolio holdings

AUM $445M
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$3.9M
3 +$2.89M
4
CVX icon
Chevron
CVX
+$2.07M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Sector Composition

1 Technology 5.63%
2 Financials 2.25%
3 Energy 2.14%
4 Consumer Staples 1.91%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KR icon
151
Kroger
KR
$42.2B
$106K 0.02%
1,464
+472
AMD icon
152
Advanced Micro Devices
AMD
$464B
$106K 0.02%
519
+14
KRNT icon
153
Kornit Digital
KRNT
$727M
$104K 0.02%
7,072
-1,092
UNP icon
154
Union Pacific
UNP
$149B
$103K 0.02%
426
+125
APH icon
155
Amphenol
APH
$187B
$103K 0.02%
818
-379
LOW icon
156
Lowe's Companies
LOW
$141B
$103K 0.02%
434
+38
KO icon
157
Coca-Cola
KO
$322B
$101K 0.02%
1,328
+562
SOXX icon
158
iShares Semiconductor ETF
SOXX
$27.9B
$101K 0.02%
306
WDC icon
159
Western Digital
WDC
$130B
$99.5K 0.02%
368
+164
PH icon
160
Parker-Hannifin
PH
$123B
$96.7K 0.02%
108
-40
BABA icon
161
Alibaba
BABA
$325B
$96.6K 0.02%
770
-17
BX icon
162
Blackstone
BX
$99.8B
$92.9K 0.02%
808
-355
CI icon
163
Cigna
CI
$73B
$90.4K 0.02%
339
+33
LMT icon
164
Lockheed Martin
LMT
$132B
$90.1K 0.02%
149
-852
GD icon
165
General Dynamics
GD
$88.2B
$89.8K 0.02%
262
+39
NOC icon
166
Northrop Grumman
NOC
$86.8B
$88.8K 0.02%
130
-671
SHEL icon
167
Shell
SHEL
$248B
$88.3K 0.02%
950
BOTZ icon
168
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.32B
$86.6K 0.02%
2,606
+11
FAST icon
169
Fastenal
FAST
$52.5B
$85.2K 0.02%
1,836
+221
MSI icon
170
Motorola Solutions
MSI
$74B
$84.6K 0.02%
195
+35
GILD icon
171
Gilead Sciences
GILD
$165B
$84.6K 0.02%
607
+203
GDXJ icon
172
VanEck Junior Gold Miners ETF
GDXJ
$9.21B
$84.4K 0.02%
703
SAP icon
173
SAP
SAP
$206B
$81.7K 0.02%
477
BK icon
174
Bank of New York Mellon
BK
$94.7B
$80K 0.02%
674
+52
MCK icon
175
McKesson
MCK
$103B
$79.6K 0.02%
92
-160