FFO

Fortitude Family Office Portfolio holdings

AUM $427M
1-Year Est. Return 17.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.89%
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 +$6.39M
2 +$4.14M
3 +$4.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.74M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.15M

Sector Composition

1 Technology 8.76%
2 Financials 4.47%
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
WERN icon
1726
Werner Enterprises
WERN
$1.99B
$605 ﹤0.01%
23
-19
BYD icon
1727
Boyd Gaming
BYD
$6.19B
$605 ﹤0.01%
7
NUVL icon
1728
Nuvalent
NUVL
$7.78B
$605 ﹤0.01%
7
RELY icon
1729
Remitly
RELY
$3.65B
$603 ﹤0.01%
37
-287
SGHT icon
1730
Sight Sciences
SGHT
$209M
$602 ﹤0.01%
175
NOVT icon
1731
Novanta
NOVT
$4.87B
$601 ﹤0.01%
6
BMEA icon
1732
Biomea Fusion
BMEA
$96.9M
$598 ﹤0.01%
+296
KNTK icon
1733
Kinetik
KNTK
$2.93B
$598 ﹤0.01%
14
+4
JOE icon
1734
St. Joe Company
JOE
$4.05B
$594 ﹤0.01%
12
+2
BNKK
1735
Bonk Inc
BNKK
$16.9M
$593 ﹤0.01%
+63
WDFC icon
1736
WD-40
WDFC
$3.18B
$593 ﹤0.01%
3
-38
CNS icon
1737
Cohen & Steers
CNS
$3.38B
$590 ﹤0.01%
9
HNGE
1738
Hinge Health
HNGE
$3.61B
$589 ﹤0.01%
12
BKE icon
1739
Buckle
BKE
$2.69B
$587 ﹤0.01%
10
CVGI icon
1740
Commercial Vehicle Group
CVGI
$57.7M
$587 ﹤0.01%
345
TDW icon
1741
Tidewater
TDW
$3.98B
$587 ﹤0.01%
11
+6
NWN icon
1742
Northwest Natural Holdings
NWN
$2.16B
$584 ﹤0.01%
13
+12
AEO icon
1743
American Eagle Outfitters
AEO
$3.28B
$582 ﹤0.01%
34
-124
JBLU icon
1744
JetBlue
JBLU
$1.69B
$581 ﹤0.01%
118
+39
FFBC icon
1745
First Financial Bancorp
FFBC
$2.9B
$581 ﹤0.01%
23
HBI
1746
DELISTED
Hanesbrands
HBI
$580 ﹤0.01%
88
SWIM icon
1747
Latham Group
SWIM
$754M
$578 ﹤0.01%
+76
SMMT icon
1748
Summit Therapeutics
SMMT
$11.6B
$578 ﹤0.01%
28
+13
HCI icon
1749
HCI Group
HCI
$2.22B
$576 ﹤0.01%
+3
PDYN icon
1750
Palladyne AI
PDYN
$445M
$576 ﹤0.01%
67