FM
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Family Management’s nCino NCNO Stock Holding History

Family Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,062
Closed -$225K – 174
2023
Q3 		$225K Sell
7,062
-1,245
-15% -$39.6K 0.05% 117
2023
Q2 		$250K Buy
+8,307
New +$250K 0.05% 124