We are live on ! Find out more
FC

Family CFO Portfolio holdings

AUM $223M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$530K
3
+$481K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$460K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$439K

Top Sells

1
+$382K
2
+$234K
3
+$231K
4
LLY icon
Eli Lilly
LLY
+$54.8K
5
BX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5
77
– –
-50
78
– –
-93
79
– –
-14
80
– –
-18
81
– –
-7
82
– –
-9
83
– –
-12
84
– –
-12
85
– –
-373
86
– –
-3
87
– –
-10
88
– –
-184
89
– –
-186
90
– –
-81
91
– –
-50
92
– –
-60
93
– –
-150
94
– –
-38
1 2 3
4