FM
Family Management Portfolio holdings
AUM
$658M
1-Year Return
14.42%
This Quarter Return
+4.21%
1 Year Return
+14.42%
3 Year Return
+54.25%
5 Year Return
+91.79%
10 Year Return
+224.62%
AUM
$318M
AUM Growth
+$27.2M
(+9.4%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
36.06%
Holding
190
New
20
Increased
59
Reduced
52
Closed
28
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$19.5M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.04M |
| 3 |
PDO
PIMCO Dynamic Income Opportunities Fund
PDO
|
$3.64M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.01M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$3.01M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$4.86M |
| 2 |
Match Group
MTCH
|
$3.83M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.59M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.43M |
| 5 |
Apple
AAPL
|
$3.42M |
Sector Composition
| 1 | Financials | 12.38% |
| 2 | Technology | 12.3% |
| 3 | Communication Services | 8.4% |
| 4 | Consumer Discretionary | 8.19% |
| 5 | Healthcare | 6.56% |
