FC

Family CFO Portfolio holdings

AUM $224M
1-Year Est. Return 26.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Sells

1 +$1.76M
2 +$286K
3 +$271K
4
VB icon
Vanguard Small-Cap ETF
VB
+$240K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$238K

Sector Composition

1 Industrials 3.3%
2 Financials 0.76%
3 Consumer Discretionary 0.67%
4 Technology 0.61%
5 Healthcare 0.16%