FM
Family Management Portfolio holdings
AUM
$658M
This Quarter Return
+1.51%
1 Year Return
+14.42%
3 Year Return
+54.25%
5 Year Return
+91.79%
10 Year Return
+224.62%
AUM
$242M
AUM Growth
+$242M
(+12%)
Cap. Flow
+$27.2M
Cap. Flow
% of AUM
11.21%
Top 10 Holdings %
Top 10 Hldgs %
35.69%
Holding
111
New
29
Increased
50
Reduced
5
Closed
14
Top Buys
| 1 |
Bath & Body Works
BBWI
|
$6.87M |
| 2 |
Medtronic
MDT
|
$4.6M |
| 3 |
Starbucks
SBUX
|
$4.18M |
| 4 |
Gilead Sciences
GILD
|
$2.7M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$2.68M |
Top Sells
| 1 |
Ford
F
|
$6.7M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$5.83M |
| 3 |
Abbott
ABT
|
$5.75M |
| 4 |
Alibaba
BABA
|
$4.37M |
| 5 |
Travelers Companies
TRV
|
$4.23M |
Sector Composition
| 1 | Energy | 17.45% |
| 2 | Healthcare | 17.29% |
| 3 | Technology | 17.08% |
| 4 | Consumer Discretionary | 11.94% |
| 5 | Financials | 9.53% |
