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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
51
$433K 0.19%
12,227
+16
52
$430K 0.19%
+1,530
53
$380K 0.17%
1,561
-201
54
$371K 0.16%
3,062
-182
55
$367K 0.16%
5,221
+3
56
$353K 0.15%
3,012
+4
57
$347K 0.15%
1,321
-4
58
$347K 0.15%
1,860
-1,066
59
$340K 0.15%
367
-20
60
$329K 0.14%
1,351
-253
61
$325K 0.14%
4,980
+7
62
$324K 0.14%
1,568
+1
63
$283K 0.12%
773
+1
64
$276K 0.12%
1,661
-46
65
$271K 0.12%
592
-9
66
$262K 0.11%
3,031
+33
67
$261K 0.11%
8,258
68
$248K 0.11%
5,415
+3
69
$233K 0.1%
+3,721
70
$225K 0.1%
16,332
+165
71
$220K 0.1%
+674
72
$216K 0.09%
4,904
-3,453
73
– –
-19,930
74
– –
-1,356
1 2
3