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
201
$39.9K 0.03%
+976
202
$39.4K 0.03%
+588
203
$39.4K 0.03%
+175
204
$39.3K 0.03%
+133
205
$39.2K 0.03%
+2,585
206
$39.1K 0.03%
+103
207
$39K 0.03%
+418
208
$38.3K 0.03%
+301
209
$38K 0.03%
+508
210
$37.9K 0.03%
+683
211
$37.9K 0.03%
+84
212
$37.6K 0.03%
+1,611
213
$36.8K 0.03%
+832
214
$36.6K 0.03%
+408
215
$36.3K 0.03%
+650
216
$35.1K 0.03%
+243
217
$35.1K 0.03%
+144
218
$34.9K 0.03%
+150
219
$34.8K 0.03%
+423
220
$34K 0.03%
+694
221
$33.7K 0.03%
+2,500
222
$33.7K 0.03%
+826
223
$33.4K 0.02%
+397
224
$33.1K 0.02%
+307
225
$32.5K 0.02%
+314