FM
Family Management Portfolio holdings
AUM
$658M
This Quarter Return
+4.2%
1 Year Return
+14.42%
3 Year Return
+54.25%
5 Year Return
+91.79%
10 Year Return
+224.62%
AUM
$155M
AUM Growth
+$155M
(-6%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-9.03%
Top 10 Holdings %
Top 10 Hldgs %
35.76%
Holding
87
New
10
Increased
11
Reduced
29
Closed
23
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$5.76M |
| 2 |
Eaton
ETN
|
$4.18M |
| 3 |
Qualcomm
QCOM
|
$4.16M |
| 4 |
Yum! Brands
YUM
|
$3.38M |
| 5 |
Ford
F
|
$3.15M |
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
$4.55M |
| 2 |
DuPont de Nemours
DD
|
$4.5M |
| 3 |
Boeing
BA
|
$3.65M |
| 4 |
Kinder Morgan
KMI
|
$2.46M |
| 5 |
WDR
Waddell & Reed Financial, Inc.
WDR
|
$2.38M |
Sector Composition
| 1 | Energy | 27.39% |
| 2 | Industrials | 11.65% |
| 3 | Technology | 11.08% |
| 4 | Healthcare | 9.73% |
| 5 | Communication Services | 9.24% |
