FAM
Family Asset Management Portfolio holdings
AUM
$166M
This Quarter Return
+7.38%
1 Year Return
+24.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.11%
Holding
164
New
164
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.56M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.23M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$6.5M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$4.95M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Financials | 2.58% |
| 3 | Industrials | 2.04% |
| 4 | Consumer Discretionary | 1.45% |
| 5 | Real Estate | 1.42% |
