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
$182M
AUM Growth
+$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$536K
3
+$481K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$448K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$446K

Top Sells

1
+$315K
2
+$234K
3
+$230K
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
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