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
$91.6M
AUM Growth
-$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$596K
2 +$529K
3 +$72.5K
4
VUG icon
Vanguard Growth ETF
VUG
+$55.3K
5
BND icon
Vanguard Total Bond Market
BND
+$19K

Sector Composition

1 Technology 1.99%
2 Financials 1.45%
3 Consumer Discretionary 0.88%
4 Healthcare 0.27%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.3K 0.01%
400
52
$3.1K ﹤0.01%
+231
53
$137 ﹤0.01%
14
54
-10,050
55
-1