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FOR

Family Office Research Portfolio holdings

AUM $230M
1-Year Est. Return 23.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$1.28M
3
+$1.05M
4
CRWV
CoreWeave Inc
CRWV
+$1.02M
5
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$395K

Top Sells

1
+$1M
2
+$911K
3
+$572K
4
CDNA icon
CareDx
CDNA
+$389K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$300K

Sector Composition

1 Consumer Discretionary 22.56%
2 Industrials 4.24%
3 Technology 2.44%
4 Financials 0.57%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.54%
31,906
-827
27
$1.18M 0.52%
+8,636
28
$1.09M 0.48%
+2,164
29
$1.01M 0.44%
4,587
-416
30
$980K 0.43%
13,624
-76
31
$932K 0.41%
34,120
+1,633
32
$927K 0.41%
+1,262
33
$804K 0.35%
6,380
34
$759K 0.33%
1,466
-326
35
$724K 0.32%
11,752
-2,189
36
$697K 0.31%
2,124
+5
37
$692K 0.3%
10,651
+5,153
38
$691K 0.3%
2,829
+7
39
$623K 0.27%
13,607
+60
40
$605K 0.26%
13,040
41
$583K 0.25%
34,243
-36
42
$581K 0.25%
6,217
-81
43
$579K 0.25%
1,629
44
$557K 0.24%
4,615
-69
45
$553K 0.24%
7,128
-742
46
$550K 0.24%
10,766
+76
47
$506K 0.22%
10,258
+126
48
$474K 0.21%
10,356
49
$453K 0.2%
+10,016
50
$442K 0.19%
55
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