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
$142M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.36M
3
+$1.06M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$681K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$216K

Top Sells

1
+$817K
2
+$285K
3
+$275K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$69.9K

Sector Composition

1 Industrials 2.88%
2 Financials 0.92%
3 Consumer Discretionary 0.67%
4 Technology 0.65%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3K 0.01%
50
52
$10.5K 0.01%
79
+1
53
$6.72K ﹤0.01%
400
54
$2.9K ﹤0.01%
231
55
$186 ﹤0.01%
14
1 2
3