FM
Family Management Portfolio holdings
AUM
$658M
1-Year Return
14.42%
This Quarter Return
+9.32%
1 Year Return
+14.42%
3 Year Return
+54.25%
5 Year Return
+91.79%
10 Year Return
+224.62%
AUM
$228M
AUM Growth
-$17.6M
(-7.2%)
Cap. Flow
-$33.7M
Cap. Flow
% of AUM
-14.79%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
173
New
15
Increased
21
Reduced
66
Closed
50
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.85M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$3.75M |
| 3 |
Match Group
MTCH
|
+$3.09M |
| 4 |
Veeva Systems
VEEV
|
+$2.71M |
| 5 |
Alibaba
BABA
|
+$2.44M |
Top Sells
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$6.82M |
| 2 |
Apple
AAPL
|
+$3.39M |
| 3 |
IBM
IBM
|
+$2.92M |
| 4 |
ENV
ENVESTNET, INC.
ENV
|
+$2.84M |
| 5 |
Fidelity National Information Services
FIS
|
+$2.72M |
Sector Composition
| 1 | Technology | 18.76% |
| 2 | Communication Services | 10.27% |
| 3 | Financials | 9.32% |
| 4 | Consumer Discretionary | 9.05% |
| 5 | Healthcare | 6.69% |
