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
$111M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.62M
3
+$1.41M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$59.8K
2
+$30.6K
3
+$13.1K
4
VUG icon
Vanguard Growth ETF
VUG
+$1.07K

Sector Composition

1 Industrials 1.55%
2 Financials 1.17%
3 Technology 0.7%
4 Consumer Discretionary 0.44%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.31K 0.01%
500
52
$6.38K 0.01%
400
53
$2.19K ﹤0.01%
231
54
$156 ﹤0.01%
14
1 2
3