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
GIL icon
1826
Gildan
GIL
$11.2B
$278 ﹤0.01%
5
EFSC icon
1827
Enterprise Financial Services Corp
EFSC
$2.12B
$271 ﹤0.01%
5
+3
PRM icon
1828
Perimeter Solutions
PRM
$5B
$269 ﹤0.01%
11
-9
AMTM
1829
Amentum Holdings
AMTM
$6.78B
$261 ﹤0.01%
+10
LNAI
1830
Lunai Bioworks
LNAI
$11.8M
$258 ﹤0.01%
632
+159
GTM
1831
ZoomInfo Technologies
GTM
$1.9B
$257 ﹤0.01%
43
-98
BFAM icon
1832
Bright Horizons
BFAM
$4.49B
$246 ﹤0.01%
3
-12
STC icon
1833
Stewart Information Services
STC
$2.08B
$246 ﹤0.01%
4
+2
ACMR icon
1834
ACM Research
ACMR
$3.58B
$236 ﹤0.01%
+6
WD icon
1835
Walker & Dunlop
WD
$1.72B
$222 ﹤0.01%
5
-3
WHR icon
1836
Whirlpool
WHR
$3.59B
$216 ﹤0.01%
4
-3
BBAI icon
1837
BigBear.ai
BBAI
$1.9B
$211 ﹤0.01%
+60
PEPG icon
1838
PepGen
PEPG
$115M
$198 ﹤0.01%
+112
ASGN icon
1839
ASGN Inc
ASGN
$1.67B
$194 ﹤0.01%
5
-3
FGNX
1840
FG Nexus Inc
FGNX
$45.1M
$190 ﹤0.01%
38
-32
MCW icon
1841
Mister Car Wash
MCW
$2.3B
$188 ﹤0.01%
+27
GBTG icon
1842
American Express Global Business Travel
GBTG
$3.09B
$184 ﹤0.01%
33
-33
FGMC
1843
FG Merger II Corp
FGMC
$104M
$182 ﹤0.01%
18
MSTX
1844
Defiance Daily Target 2x Long MSTR ETF
MSTX
$400M
$176 ﹤0.01%
+9
TPB icon
1845
Turning Point Brands
TPB
$1.39B
$174 ﹤0.01%
2
DKNG icon
1846
DraftKings
DKNG
$11.1B
$173 ﹤0.01%
8
-53
LKFN icon
1847
Lakeland Financial Corp
LKFN
$1.55B
$172 ﹤0.01%
3
+1
NBTB icon
1848
NBT Bancorp
NBTB
$2.33B
$170 ﹤0.01%
4
+3
WAY
1849
Waystar Holding Corp
WAY
$4.86B
$169 ﹤0.01%
+7
PRKS icon
1850
United Parks & Resorts
PRKS
$1.75B
$163 ﹤0.01%
+5