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
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.16M
2 +$6.86M
3 +$6.73M
4
WFC icon
Wells Fargo
WFC
+$6.38M
5
AAPL icon
Apple
AAPL
+$5.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 28.6%
2 Materials 11.11%
3 Industrials 11.09%
4 Healthcare 10.2%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$44K 0.03%
+1,784
77
$41K 0.02%
+12,330