FFO
Fiduciary Family Office Portfolio holdings
AUM $301M
AUM
$301M
AUM Growth
-$34.7M (-10%)
Cap. Flow
+$274M
Cap. Flow % of AUM
91.22%
Top 10 Holdings %Top 10 Hldgs %
49.37%
Holding
233
New
174
Increased
11
Reduced
2
Closed
46
Top Buys
| 1 | $98.5M | |
| 2 | $11.3M | |
| 3 | $6.02M | |
| 4 | $5.59M | |
| 5 | $5.59M |
Top Sells
| 1 | $20.9M | |
| 2 | $64.6K |
Sector Composition
| 1 | Technology | 45.24% |
| 2 | Financials | 10.71% |
| 3 | Consumer Staples | 6.66% |
| 4 | Healthcare | 6.49% |
| 5 | Industrials | 5.54% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2M | 0.67% | 9,550 | New | +$2M | |||
| $1.96M | 0.65% | 5,357 | New | +$1.96M | |||
| $1.95M | 0.65% | 23,303 | New | +$1.95M | |||
| $1.81M | 0.6% | 1,918 | New | +$1.81M | |||
| $1.72M | 0.57% | 6,443 | New | +$1.72M | |||
| $1.69M | 0.56% | 18,835 | New | +$1.69M | |||
| $1.68M | 0.56% | 3,003 +2,025 | +207% | +$1.13M | |||
| $1.63M | 0.54% | 2,424 | New | +$1.63M | |||
| $1.56M | 0.52% | 2,566 | New | +$1.56M | |||
| $1.53M | 0.51% | 9,543 | New | +$1.53M | |||
| $1.51M | 0.5% | 9,092 | New | +$1.51M | |||
| $1.48M | 0.49% | 35,569 | New | +$1.48M | |||
| $1.45M | 0.48% | 4,651 | New | +$1.45M | |||
| $1.45M | 0.48% | 28,489 | New | +$1.45M | |||
| $1.44M | 0.48% | 14,236 | New | +$1.44M | |||
| $1.42M | 0.47% | 5,290 | New | +$1.42M | |||
| $1.4M | 0.46% | 5,403 | New | +$1.4M | |||
| $1.39M | 0.46% | 8,138 | New | +$1.39M | |||
| $1.32M | 0.44% | 21,613 | New | +$1.32M | |||
| $1.31M | 0.44% | 23,855 | New | +$1.31M | |||
| $1.29M | 0.43% | 5,311 | New | +$1.29M | |||
| $1.28M | 0.42% | 2,327 | New | +$1.28M | |||
| $1.22M | 0.41% | 6,300 | New | +$1.22M | |||
| $1.22M | 0.41% | 17,000 | New | +$1.22M | |||
| $1.16M | 0.39% | 7,755 | New | +$1.16M |
