FM

Family Management Portfolio holdings

AUM $791M
1-Year Est. Return 19.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.24M
3
+$2.95M
4
VEEV icon
Veeva Systems
VEEV
+$2.54M
5
BABA icon
Alibaba
BABA
+$2.19M

Top Sells

1
+$6.84M
2
+$3.2M
3
+$2.96M
4
ENV
ENVESTNET, INC.
ENV
+$2.84M
5
FIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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