FFO
Fortitude Family Office Portfolio holdings
AUM
$302M
This Quarter Return
+4.54%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+11%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
8.27%
Top 10 Holdings %
Top 10 Hldgs %
55.55%
Holding
1,112
New
104
Increased
142
Reduced
161
Closed
143
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.02M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.32M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.89M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$1.87M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.74M |
Top Sells
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Financials | 5.6% |
| 3 | Consumer Discretionary | 4.78% |
| 4 | Healthcare | 3.47% |
| 5 | Communication Services | 2.7% |
