FC

Family CFO Portfolio holdings

AUM $217M
1-Year Est. Return 25.37%
This Quarter Est. Return
1 Year Est. Return
+25.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$12M
3 +$10.8M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.15M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.31%
2 Financials 1.43%
3 Consumer Discretionary 1.22%
4 Healthcare 0.26%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$0 ﹤0.01%
+14