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

Top Buys

1
+$8.84M
2
+$7.01M
3
+$5.07M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$4.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.36M

Top Sells

1
+$13.6M
2
+$7.67M
3
+$5.53M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.58M

Sector Composition

1 Technology 9.13%
2 Industrials 5.46%
3 Financials 5.27%
4 Healthcare 2.98%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-562
2027
– –
-54
2028
– –
-2,406
2029
– –
-19
2030
– –
-14
2031
– –
-522
2032
– –
-53
2033
– –
-299
2034
– –
-74
2035
– –
-233
2036
– –
-78
2037
– –
-5,408
2038
– –
-362
2039
– –
-1,393
2040
– –
-607
2041
– –
-1,950
2042
– –
-26
2043
– –
-338
2044
– –
-1,654
2045
– –
-161
2046
– –
-648
2047
– –
-120
2048
– –
-100
2049
– –
-154
2050
– –
-1,640
80 81
82
83 84