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
$361M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.25M
3
+$3.21M
4
MDT icon
Medtronic
MDT
+$2.42M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.34M

Top Sells

1
+$15.7M
2
+$3.55M
3
+$3.14M
4
PEP icon
PepsiCo
PEP
+$3M
5
XYZ
Block Inc
XYZ
+$2.87M

Sector Composition

1 Financials 14.02%
2 Technology 13.38%
3 Communication Services 8.17%
4 Consumer Discretionary 7%
5 Healthcare 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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