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FFO
Fiduciary Family Office Portfolio holdings
AUM
$351M
1-Year Est. Return
22.19%
This Fund
S&P 500
1 Year Est. Return
+22.19%
AUM
$351M
AUM Growth
+$2.96M
(+0.85%)
Holding
201
Top Buys
| 1 | +$3.27M | |
| 2 | +$2.48M | |
| 3 | +$2.16M | |
| 4 |
Amazon
AMZN
|
+$2.12M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.72M |
Top Sells
| 1 | +$9.47M | |
| 2 | +$897K | |
| 3 | +$812K | |
| 4 |
Kroger
KR
|
+$805K |
| 5 |
Booking.com
BKNG
|
+$712K |
Sector Composition
| 1 | Technology | 45.75% |
| 2 | Financials | 9.12% |
| 3 | Healthcare | 6.91% |
| 4 | Industrials | 6.04% |
| 5 | Communication Services | 5.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap ETF
VB
$79B
| $2.41M | 0.69% |
9,201
|
|
||
27
Cisco
CSCO
$480B
| $2.38M | 0.68% |
30,674
+1,142
|
|
||
28
Bank of America
BAC
$391B
| $2.26M | 0.64% |
46,281
+9,352
|
|
||
29
iShares Russell 1000 Value ETF
IWD
$75.9B
| $2.22M | 0.63% |
10,380
-757
|
|
||
30
McKesson
MCK
$95B
| $2.16M | 0.62% |
2,495
+194
|
|
||
31
Interactive Brokers
IBKR
$39.6B
| $2.14M | 0.61% |
31,948
-2,341
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.14M | 0.61% |
4,466
+208
|
|
||
33
Restaurant Brands International
QSR
$25.4B
| $2.05M | 0.58% |
27,752
+4,904
|
|
||
34
Procter & Gamble
PG
$347B
| $2.04M | 0.58% |
14,143
+8,921
|
|
||
35
Exxon Mobil
XOM
$608B
| $1.97M | 0.56% |
11,633
+4,458
|
|
||
36
State Street SPDR S&P 500 ETF Trust
SPY
$770B
| $1.97M | 0.56% |
3,028
+14
|
|
||
|
BNY
37
Bank of New York Mellon
BNY
$95.9B
| $1.91M | 0.54% |
16,106
+366
|
|
||
38
Vanguard S&P 500 ETF
VOO
$971B
| $1.9M | 0.54% |
3,179
-715
|
|
||
39
Walmart Inc
WMT
$959B
| $1.85M | 0.53% |
14,890
-6,610
|
|
||
40
Palantir
PLTR
$314B
| $1.83M | 0.52% |
12,517
-201
|
|
||
41
Costco
COST
$436B
| $1.78M | 0.51% |
1,791
+2
|
|
||
42
T-Mobile US
TMUS
$201B
| $1.73M | 0.49% |
8,229
+740
|
|
||
43
Analog Devices
ADI
$201B
| $1.71M | 0.49% |
5,379
+405
|
|
||
44
Linde
LIN
$238B
| $1.7M | 0.49% |
3,438
+985
|
|
||
45
S&P Global
SPGI
$126B
| $1.62M | 0.46% |
3,806
+2,611
|
|
||
46
CenterPoint Energy
CNP
$28B
| $1.59M | 0.45% |
36,937
+779
|
|
||
47
Caterpillar
CAT
$413B
| $1.58M | 0.45% |
2,228
+11
|
|
||
48
IQVIA
IQV
$30.4B
| $1.57M | 0.45% |
9,204
+1,161
|
|
||
49
Walt Disney
DIS
$174B
| $1.49M | 0.42% |
15,454
+6,881
|
|
||
50
Boston Scientific
BSX
$70.1B
| $1.41M | 0.4% |
22,536
+12,875
|
|