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
$280M
AUM Growth
-$315K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$4.77M
3
+$4.12M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$18.9M
2
+$864K
3
+$787K
4
IBM icon
IBM
IBM
+$739K
5
HD icon
Home Depot
HD
+$690K

Sector Composition

1 Technology 8.89%
2 Industrials 5.64%
3 Financials 4.7%
4 Healthcare 3.43%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76.2K 0.03%
378
177
$76K 0.03%
392
178
$75.6K 0.03%
95
179
$75.5K 0.03%
317
-3
180
$75.3K 0.03%
341
181
$74.6K 0.03%
1,138
182
$73.7K 0.03%
2,589
183
$73.2K 0.03%
1,081
184
$72.5K 0.03%
9,000
185
$71.7K 0.03%
187
-13
186
$68.9K 0.02%
1,500
187
$67.2K 0.02%
576
-95
188
$65.8K 0.02%
490
189
$65.2K 0.02%
140
190
$64.8K 0.02%
312
191
$64.5K 0.02%
127
-32
192
$64.3K 0.02%
184
-41
193
$64K 0.02%
1,350
194
$63.2K 0.02%
259
-26
195
$62K 0.02%
215
196
$60.3K 0.02%
2,730
197
$59.3K 0.02%
490
-1,900
198
$59.1K 0.02%
87
199
$58.3K 0.02%
2,121
+20
200
$57.9K 0.02%
954
+2
6 7
8
9 10