FFO

Fortitude Family Office Portfolio holdings

AUM $370M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$13.9M
3
+$7.71M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.74M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Financials 5.49%
3 Consumer Discretionary 5.22%
4 Healthcare 3.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46.6K 0.03%
+1,012
177
$46.5K 0.03%
+1,657
178
$46.4K 0.03%
+272
179
$46.2K 0.03%
+192
180
$46.1K 0.03%
+387
181
$45.6K 0.03%
+147
182
$45.3K 0.03%
+552
183
$45.1K 0.03%
+907
184
$45.1K 0.03%
+404
185
$44.6K 0.03%
+849
186
$44.5K 0.03%
+224
187
$44.5K 0.03%
+181
188
$44.3K 0.03%
+400
189
$43.7K 0.03%
+995
190
$42.7K 0.03%
+97
191
$42.7K 0.03%
+1,459
192
$41.6K 0.03%
+152
193
$41.6K 0.03%
+344
194
$41K 0.03%
+58
195
$40.7K 0.03%
+3,700
196
$40.7K 0.03%
+1,108
197
$40.5K 0.03%
+1,727
198
$40.3K 0.03%
+619
199
$40.1K 0.03%
+418
200
$40K 0.03%
+2,896
6 7
8
9 10