FM

Family Management Portfolio holdings

AUM $721M
1-Year Est. Return 17.42%
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.36M
3
+$3.23M
4
SCHW icon
Charles Schwab
SCHW
+$2.41M
5
GLD icon
SPDR Gold Trust
GLD
+$2.39M

Top Sells

1
+$2.47M
2
+$2.37M
3
+$2.12M
4
MTCH icon
Match Group
MTCH
+$1.79M
5
XOM icon
Exxon Mobil
XOM
+$1.28M

Sector Composition

1 Technology 21.16%
2 Financials 8.87%
3 Consumer Discretionary 7.32%
4 Healthcare 6.88%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.46%
56,906
52
$1.12M 0.46%
+78,305
53
$1.1M 0.45%
+62,592
54
$1.07M 0.43%
81,937
-33,266
55
$1M 0.41%
4,244
+321
56
$972K 0.4%
+8,662
57
$959K 0.39%
8,000
-45
58
$933K 0.38%
67,628
-5,768
59
$917K 0.37%
29,564
+4,654
60
$913K 0.37%
+62,255
61
$910K 0.37%
36,807
-13,456
62
$901K 0.37%
88,627
-18,672
63
$849K 0.35%
65,934
-54,737
64
$842K 0.34%
22,870
-810
65
$771K 0.31%
+43,995
66
$763K 0.31%
10,800
+460
67
$736K 0.3%
87,081
+62,081
68
$726K 0.3%
9,837
+65
69
$704K 0.29%
13,871
+4,942
70
$697K 0.28%
48,753
+15,879
71
$663K 0.27%
+23,008
72
$659K 0.27%
18,530
-2,635
73
$651K 0.26%
+12,866
74
$650K 0.26%
3,607
75
$626K 0.25%
2,758
+1,008
1 2
3
4 5