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
$252M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$1.84M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
ABBV icon
AbbVie
ABBV
+$1.22M

Top Sells

1
+$1.31M
2
+$733K
3
+$336K
4
XOM icon
Exxon Mobil
XOM
+$302K
5
EPD icon
Enterprise Products Partners
EPD
+$291K

Sector Composition

1 Technology 18.53%
2 Industrials 12.87%
3 Financials 5.3%
4 Healthcare 4.62%
5 Consumer Discretionary 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$83.2K 0.03%
2,589
+4
177
$82.1K 0.03%
159
+77
178
$81.9K 0.03%
697
+229
179
$81.7K 0.03%
1,264
+686
180
$81.6K 0.03%
+3,125
181
$81.1K 0.03%
2,669
-138
182
$80.1K 0.03%
388
+116
183
$79.5K 0.03%
1,270
+931
184
$78K 0.03%
800
+10
185
$77.7K 0.03%
1,915
+1,274
186
$77.6K 0.03%
392
187
$76.8K 0.03%
1,353
+112
188
$74.7K 0.03%
159
+13
189
$73.8K 0.03%
399
+217
190
$73.1K 0.03%
452
+274
191
$71.6K 0.03%
80
+10
192
$71.4K 0.03%
9,000
193
$71.3K 0.03%
799
+611
194
$70.6K 0.03%
+306
195
$69.5K 0.03%
829
+574
196
$69.1K 0.03%
1,654
-355
197
$68.9K 0.03%
667
+520
198
$68.6K 0.03%
658
+240
199
$67.9K 0.03%
+1,200
200
$67.6K 0.03%
6,021
+4,361
6 7
8
9 10