FC
Family CFO Portfolio holdings
AUM
$223M
1-Year Est. Return
29.88%
This Fund
S&P 500
1 Year Est. Return
+29.88%
AUM
$224M
AUM Growth
+$6.42M
(+3%)
Holding
87
Top Buys
| 1 | +$986K | |
| 2 | +$764K | |
| 3 | +$666K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$415K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$297K |
Top Sells
| 1 | +$2.13M | |
| 2 | +$284K | |
| 3 | +$274K | |
| 4 |
Oracle
ORCL
|
+$255K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$239K |
Sector Composition
| 1 | Industrials | 3.3% |
| 2 | Financials | 0.76% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Technology | 0.61% |
| 5 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SAP
SAP
$199B
| $4.37K | ﹤0.01% |
+18
|
|
||
77
Visa
V
$624B
| $4.21K | ﹤0.01% |
+12
|
|
||
78
W.R. Berkley
WRB
$25.9B
| $4.21K | ﹤0.01% |
+60
|
|
||
79
Blackrock
BLK
$165B
| $3.21K | ﹤0.01% |
+3
|
|
||
80
Stryker
SYK
$113B
| $3.16K | ﹤0.01% |
+9
|
|
||
81
Cintas
CTAS
$67.9B
| $3.01K | ﹤0.01% |
+16
|
|
||
82
Salesforce
CRM
$150B
| $2.91K | ﹤0.01% |
+11
|
|
||
83
Burlington
BURL
$20B
| $2.89K | ﹤0.01% |
+10
|
|
||
84
Palo Alto Networks
PANW
$147B
| $2.58K | ﹤0.01% |
+14
|
|
||
85
Kyndryl
KD
$3.24B
| $372 | ﹤0.01% |
+14
|
|