FC
Family CFO Portfolio holdings
AUM
$200M
This Quarter Return
+8.26%
1 Year Return
+14.89%
3 Year Return
+41.03%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+9.5%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
79.8%
Holding
91
New
26
Increased
21
Reduced
8
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.05M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$475K |
| 3 |
Bloom Energy
BE
|
$144K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$129K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$116K |
Sector Composition
| 1 | Industrials | 1.74% |
| 2 | Financials | 0.96% |
| 3 | Technology | 0.77% |
| 4 | Consumer Discretionary | 0.63% |
| 5 | Healthcare | 0.16% |
