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
$131M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.2M
3
+$1.91M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.42M

Top Sells

1
+$598K
2
+$104K
3
+$71.3K
4
BND icon
Vanguard Total Bond Market
BND
+$43.9K
5
TSM icon
TSMC
TSM
+$39.6K

Sector Composition

1 Financials 0.98%
2 Industrials 0.93%
3 Technology 0.62%
4 Consumer Discretionary 0.58%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2K 0.01%
78
+1
52
$6.37K ﹤0.01%
400
53
$3.49K ﹤0.01%
231
54
$207 ﹤0.01%
14
55
– –
-532
56
– –
-500
1 2
3