FFO

Fiduciary Family Office Portfolio holdings

AUM $351M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$11.3M
3
+$6.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.59M
5
MSFT icon
Microsoft
MSFT
+$5.59M

Top Sells

1
+$45.1M
2
+$25.8M
3
+$24.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$23.6M
5
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$23.3M

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 Change
in Stake 		Capital Flow
26
$2M 0.67%
+9,550
27
$1.96M 0.65%
+5,357
28
$1.95M 0.65%
+23,303
29
$1.81M 0.6%
+1,918
30
$1.72M 0.57%
+6,443
31
$1.69M 0.56%
+18,835
32
$1.68M 0.56%
3,003
+2,025
33
$1.63M 0.54%
+2,424
34
$1.56M 0.52%
+2,566
35
$1.53M 0.51%
+9,543
36
$1.51M 0.5%
+9,092
37
$1.48M 0.49%
+35,569
38
$1.45M 0.48%
+4,651
39
$1.45M 0.48%
+28,489
40
$1.44M 0.48%
+14,236
41
$1.42M 0.47%
+5,290
42
$1.4M 0.46%
+5,403
43
$1.39M 0.46%
+8,138
44
$1.32M 0.44%
+21,613
45
$1.31M 0.44%
+23,855
46
$1.29M 0.43%
+5,311
47
$1.28M 0.42%
+2,327
48
$1.22M 0.41%
+6,300
49
$1.22M 0.41%
+17,000
50
$1.16M 0.39%
+7,755
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