FM

Family Management Portfolio holdings

AUM $834M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.75M
3
+$4.52M
4
NTR icon
Nutrien
NTR
+$4.37M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4.24M

Top Sells

1
+$6.28M
2
+$3.86M
3
+$3.66M
4
LMT icon
Lockheed Martin
LMT
+$3.25M
5
CPAY icon
Corpay
CPAY
+$2.74M

Sector Composition

1 Technology 17.28%
2 Financials 9.11%
3 Communication Services 5.73%
4 Healthcare 4.77%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.3K 0.01%
986
227
$51.6K 0.01%
1,047
228
$44.9K 0.01%
+1,755
229
$44K 0.01%
750
230
$41.5K 0.01%
928
231
$38.2K 0.01%
+500
232
$38.1K 0.01%
150
233
$33K ﹤0.01%
2,131
234
$31.9K ﹤0.01%
400
235
$30.4K ﹤0.01%
1,095
236
$28.8K ﹤0.01%
360
237
$27K ﹤0.01%
226
238
$26.5K ﹤0.01%
188
239
$18.6K ﹤0.01%
131
240
$14.6K ﹤0.01%
57
241
$14.6K ﹤0.01%
123
242
$12.3K ﹤0.01%
10
243
$11.9K ﹤0.01%
49
244
$7.97K ﹤0.01%
343
245
$7.68K ﹤0.01%
6
246
$3.12K ﹤0.01%
26
247
$2.27K ﹤0.01%
29
248
$2.17K ﹤0.01%
+85
249
$1.77K ﹤0.01%
10
250
$1.4K ﹤0.01%
32
7 8 9
10
11