FC
Family CFO Portfolio holdings
AUM
$200M
1-Year Return
14.89%
This Quarter Return
-1.25%
1 Year Return
+14.89%
3 Year Return
+41.03%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$623K
(+0.34%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
81.48%
Holding
96
New
4
Increased
17
Reduced
5
Closed
31
Top Buys
Top Sells
| 1 |
Bloom Energy
BE
|
+$315K |
| 2 |
Intuit
INTU
|
+$234K |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$230K |
| 4 |
Eli Lilly
LLY
|
+$54.8K |
| 5 |
Blackstone
BX
|
+$31.7K |
Sector Composition
| 1 | Industrials | 1.63% |
| 2 | Financials | 1.12% |
| 3 | Technology | 0.63% |
| 4 | Consumer Discretionary | 0.57% |
| 5 | Healthcare | 0.15% |
