FFO
Fortitude Family Office Portfolio holdings
AUM
$370M
1-Year Est. Return
14.21%
1 Year Est. Return
+14.21%
AUM
$302M
AUM Growth
+$22.5M
(+8%)
Holding
2,166
Top Buys
| 1 | +$9.55M | |
| 2 | +$7.46M | |
| 3 | +$5.51M | |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$4.1M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.55M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$8.29M | |
| 3 | +$5.82M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$4.56M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2151
UWM Holdings
UWMC
$1.3B
| – | – |
-774
|
|
||
2152
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
| – | – |
-296
|
|
||
2153
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| – | – |
-412
|
|
||
2154
Vera Therapeutics
VERA
$1.81B
| – | – |
-14
|
|
||
2155
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
| – | – |
-954
|
|
||
2156
Invesco Trust Investment Grade Municipals
VGM
$551M
| – | – |
-2,000
|
|
||
2157
Invesco Municipal Opportunity Trust
VMO
$654M
| – | – |
-2,000
|
|
||
2158
Viridian Therapeutics
VRDN
$2.74B
| – | – |
-38
|
|
||
2159
Vanguard Russell 2000 ETF
VTWO
$12.5B
| – | – |
-688
|
|
||
2160
Vanguard Large-Cap ETF
VV
$46.5B
| – | – |
-1,766
|
|
||
2161
Waldencast
WALD
$232M
| – | – |
-253
|
|
||
|
XHR
2162
Xenia Hotels & Resorts
XHR
$1.33B
| – | – |
-90
|
|
||
2163
XP
XP
$9.83B
| – | – |
-3
|
|
||
2164
Xponential Fitness
XPOF
$213M
| – | – |
-185
|
|