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
$139M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$746K
3 +$486K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$411K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$307K

Top Sells

1 +$1.57M
2 +$388K
3 +$71.2K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.6K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$40.8K

Sector Composition

1 Industrials 2.12%
2 Financials 0.99%
3 Technology 0.73%
4 Consumer Discretionary 0.71%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.03K ﹤0.01%
+10
77
$960 ﹤0.01%
+15
78
$956 ﹤0.01%
+10
79
$211 ﹤0.01%
14