FC
Family CFO Portfolio holdings
AUM
$200M
1-Year Return
14.89%
This Quarter Return
+7.01%
1 Year Return
+14.89%
3 Year Return
+41.03%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.12%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$30M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$12M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$10.8M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$9.16M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kyndryl
KD
$7.57B
| $0 | ﹤0.01% |
+14
| New | – |
|