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FC

Family CFO Portfolio holdings

AUM $223M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.04M
3
+$525K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$494K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$243K

Top Sells

1
+$1.72M
2
+$884K
3
+$188K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$176K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$170K

Sector Composition

1 Industrials 4.06%
2 Financials 0.78%
3 Consumer Discretionary 0.66%
4 Technology 0.52%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.38%
16,416
+4,870
27
$787K 0.36%
3,094
28
$740K 0.34%
2,632
29
$553K 0.25%
17,336
+1,923
30
$384K 0.18%
1,507
31
$339K 0.16%
10,643
32
$227K 0.1%
6,904
33
$225K 0.1%
6,297
34
$200K 0.09%
912
35
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-828
36
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37
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38
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39
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40
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42
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-3
43
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44
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-184
47
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48
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