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
201
$67.4K 0.03%
87
202
$67.2K 0.03%
395
+152
203
$66.3K 0.03%
1,015
+845
204
$66.2K 0.03%
490
205
$66.1K 0.03%
266
+38
206
$64.5K 0.03%
+2,097
207
$63.6K 0.03%
285
+45
208
$62.8K 0.02%
+1,530
209
$61.7K 0.02%
2,730
210
$61.4K 0.02%
2,084
+15
211
$61.1K 0.02%
683
+4
212
$60.8K 0.02%
350
+278
213
$60.1K 0.02%
244
+63
214
$59.7K 0.02%
1,560
+37
215
$59.1K 0.02%
329
216
$59K 0.02%
936
+3
217
$58.9K 0.02%
56
218
$58.7K 0.02%
+11,744
219
$57.9K 0.02%
+1,906
220
$57.4K 0.02%
1,255
+846
221
$57.1K 0.02%
936
222
$56.8K 0.02%
+1,257
223
$56.3K 0.02%
5,328
+798
224
$55.4K 0.02%
439
+240
225
$55K 0.02%
112
+32
7 8
9
10 11