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

Top Buys

1
+$9.55M
2
+$7.46M
3
+$5.51M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

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
1951
$216 ﹤0.01%
+8
1952
$212 ﹤0.01%
+7
1953
$211 ﹤0.01%
+2
1954
$209 ﹤0.01%
+16
1955
$208 ﹤0.01%
+4
1956
$208 ﹤0.01%
+33
1957
$201 ﹤0.01%
+19
1958
$197 ﹤0.01%
+4
1959
$195 ﹤0.01%
+8
1960
$195 ﹤0.01%
+3
1961
$194 ﹤0.01%
10
-148
1962
$192 ﹤0.01%
+15
1963
$188 ﹤0.01%
+3
1964
$188 ﹤0.01%
+30
1965
$187 ﹤0.01%
+3
1966
$184 ﹤0.01%
89
-192
1967
$184 ﹤0.01%
+3
1968
$178 ﹤0.01%
32
-85
1969
$169 ﹤0.01%
+69
1970
$166 ﹤0.01%
+5
1971
$165 ﹤0.01%
+3
1972
$165 ﹤0.01%
+3
1973
$158 ﹤0.01%
+5
1974
$158 ﹤0.01%
+2
1975
$155 ﹤0.01%
+2
77 78
79
80 81