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
$427M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$7.96M
3 +$5.98M
4
CVX icon
Chevron
CVX
+$5.41M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.61M

Sector Composition

1 Technology 8.15%
2 Industrials 4.37%
3 Financials 4.03%
4 Healthcare 2.49%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OPEN icon
1751
Opendoor
OPEN
$6.36B
$443 ﹤0.01%
+76
BCC icon
1752
Boise Cascade
BCC
$3.17B
$442 ﹤0.01%
6
-9
GFF icon
1753
Griffon
GFF
$3.95B
$442 ﹤0.01%
6
-5
JFB
1754
JFB Construction Holdings
JFB
$145M
$439 ﹤0.01%
+30
XAIR icon
1755
Beyond Air
XAIR
$13.6M
$438 ﹤0.01%
+603
STEM icon
1756
Stem
STEM
$172M
$436 ﹤0.01%
+29
RNA icon
1757
Avidity Biosciences
RNA
$10.9B
$433 ﹤0.01%
6
BKKT icon
1758
Bakkt Holdings
BKKT
$546M
$432 ﹤0.01%
43
WTTR icon
1759
Select Water Solutions
WTTR
$1.24B
$431 ﹤0.01%
41
ICUI icon
1760
ICU Medical
ICUI
$3.86B
$428 ﹤0.01%
3
-1
ALIT icon
1761
Alight
ALIT
$821M
$427 ﹤0.01%
219
+200
CXT icon
1762
Crane NXT
CXT
$3B
$424 ﹤0.01%
9
-8
ACHR icon
1763
Archer Aviation
ACHR
$6.5B
$421 ﹤0.01%
+56
LNAI
1764
Lunai Bioworks
LNAI
$21.7M
$417 ﹤0.01%
+473
JOE icon
1765
St. Joe Company
JOE
$3.78B
$416 ﹤0.01%
7
-5
RMTI icon
1766
Rockwell Medical
RMTI
$37.7M
$413 ﹤0.01%
+495
SMG icon
1767
ScottsMiracle-Gro
SMG
$3.69B
$408 ﹤0.01%
7
-22
GEF icon
1768
Greif
GEF
$4.16B
$406 ﹤0.01%
6
-3
RXO icon
1769
RXO
RXO
$2.46B
$404 ﹤0.01%
32
CVM icon
1770
CEL-SCI Corp
CVM
$43.3M
$395 ﹤0.01%
+75
KALA icon
1771
KALA BIO
KALA
$18.8M
$394 ﹤0.01%
+709
RITM icon
1772
Rithm Capital
RITM
$6.52B
$392 ﹤0.01%
36
-299
SDST
1773
Stardust Power Inc
SDST
$37.1M
$392 ﹤0.01%
+128
IBTA icon
1774
Ibotta
IBTA
$612M
$386 ﹤0.01%
+17
ASGN icon
1775
ASGN Inc
ASGN
$2.09B
$385 ﹤0.01%
8
-2