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
$351M
AUM Growth
-$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$13.3M
3
+$9.72M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.55M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$5.53M

Top Sells

1
+$4.23M
2
+$3.92M
3
+$3.8M
4
TDG icon
TransDigm Group
TDG
+$3.63M
5
AAPL icon
Apple
AAPL
+$3.01M

Sector Composition

1 Technology 10.47%
2 Financials 8.8%
3 Healthcare 6.9%
4 Communication Services 6.14%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
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