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
$94.4M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$1.11M
2 +$164K

Sector Composition

1 Financials 1.2%
2 Consumer Discretionary 1%
3 Technology 0.73%
4 Healthcare 0.25%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.79K 0.01%
400
52
$2.66K ﹤0.01%
231
53
$116 ﹤0.01%
14