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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 | |
|---|---|---|---|---|---|---|
51
Delta Air Lines
DAL
$53.8B
| $1.4M | 0.4% |
21,024
+5,680
|
|
||
52
Coca-Cola
KO
$355B
| $1.37M | 0.39% |
18,067
+2,540
|
|
||
53
NextEra Energy
NEE
$177B
| $1.34M | 0.38% |
14,459
+3,674
|
|
||
54
Hershey
HSY
$35.8B
| $1.33M | 0.38% |
6,400
+4,800
|
|
||
55
Merck
MRK
$298B
| $1.31M | 0.37% |
10,865
-3,270
|
|
||
56
Vanguard Mid-Cap ETF
VO
$103B
| $1.3M | 0.37% |
18,112
|
|
||
57
American Tower
AMT
$89.7B
| $1.27M | 0.36% |
7,364
+2,154
|
|
||
58
Home Depot
HD
$318B
| $1.27M | 0.36% |
3,847
+208
|
|
||
59
Vanguard Dividend Appreciation ETF
VIG
$108B
| $1.24M | 0.35% |
5,766
-448
|
|
||
60
Accenture
ACN
$103B
| $1.24M | 0.35% |
6,243
+2,282
|
|
||
61
Mastercard
MA
$432B
| $1.22M | 0.35% |
2,447
+635
|
|
||
62
L3Harris
LHX
$56.4B
| $1.2M | 0.34% |
3,489
+339
|
|
||
63
TJX Companies
TJX
$185B
| $1.16M | 0.33% |
7,234
+1,849
|
|
||
64
PepsiCo
PEP
$196B
| $1.15M | 0.33% |
7,376
-1,765
|
|
||
|
65
Kroger
KR
$39.5B
| $1.14M | 0.32% |
15,740
-11,893
|
|
||
66
Diamondback Energy
FANG
$53.9B
| $1.11M | 0.32% |
5,587
+955
|
|
||
67
RTX Corp
RTX
$248B
| $1.09M | 0.31% |
5,650
-499
|
|
||
68
Carnival Corporation Ltd
CCL
$39B
| $1.03M | 0.29% |
39,944
+28,821
|
|
||
69
Pultegroup
PHM
$22.6B
| $1.03M | 0.29% |
8,723
+1,202
|
|
||
70
Cummins
CMI
$90.5B
| $1.01M | 0.29% |
1,886
-687
|
|
||
71
SLB Ltd
SLB
$83.7B
| $1.01M | 0.29% |
19,560
+6,467
|
|
||
72
Abbott
ABT
$155B
| $975K | 0.28% |
9,499
-786
|
|
||
73
Uber
UBER
$142B
| $972K | 0.28% |
13,513
+2,154
|
|
||
74
iShares Bitcoin Trust
IBIT
$49.2B
| $927K | 0.26% |
24,120
|
|
||
75
Allstate
ALL
$57.5B
| $913K | 0.26% |
4,404
+1,785
|
|