FFO
Fiduciary Family Office Portfolio holdings
AUM
$348M
1-Year Est. Return
20.46%
This Fund
S&P 500
1 Year Est. Return
+20.46%
AUM
$348M
AUM Growth
-$3.6M
(-1%)
Holding
193
Top Buys
| 1 | +$1.05M | |
| 2 | +$781K | |
| 3 | +$709K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$700K |
| 5 |
American Tower
AMT
|
+$494K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.17M | |
| 3 | +$1.08M | |
| 4 |
Oracle
ORCL
|
+$889K |
| 5 |
Clorox
CLX
|
+$818K |
Sector Composition
| 1 | Technology | 48.43% |
| 2 | Financials | 9.37% |
| 3 | Healthcare | 5.72% |
| 4 | Communication Services | 5.53% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$323B
| $1.27M | 0.37% |
2,217
-95
|
|
||
52
Home Depot
HD
$338B
| $1.25M | 0.36% |
3,639
-1,248
|
|
||
|
53
iShares Bitcoin Trust
IBIT
$55.3B
| $1.2M | 0.34% |
24,120
+12,320
|
|
||
54
Steris
STE
$21B
| $1.15M | 0.33% |
4,529
+1,777
|
|
||
55
RTX Corp
RTX
$275B
| $1.13M | 0.32% |
6,149
-269
|
|
||
56
Union Pacific
UNP
$144B
| $1.09M | 0.31% |
4,713
-440
|
|
||
57
Coca-Cola
KO
$333B
| $1.09M | 0.31% |
15,527
-1,689
|
|
||
58
Delta Air Lines
DAL
$38.4B
| $1.06M | 0.31% |
15,344
+1,386
|
|
||
59
Accenture
ACN
$121B
| $1.06M | 0.31% |
3,961
-2,569
|
|
||
60
Capital One
COF
$112B
| $1.06M | 0.3% |
4,375
-481
|
|
||
61
Linde
LIN
$229B
| $1.05M | 0.3% |
+2,453
|
|
||
62
Mastercard
MA
$444B
| $1.03M | 0.3% |
1,812
+65
|
|
||
63
Republic Services
RSG
$69.3B
| $991K | 0.29% |
4,678
-772
|
|
||
64
Walt Disney
DIS
$176B
| $975K | 0.28% |
8,573
-1,406
|
|
||
65
Advanced Micro Devices
AMD
$315B
| $948K | 0.27% |
4,427
+92
|
|
||
66
Uber
UBER
$151B
| $928K | 0.27% |
11,359
+513
|
|
||
67
L3Harris
LHX
$67B
| $925K | 0.27% |
3,150
+133
|
|
||
68
Boston Scientific
BSX
$103B
| $921K | 0.26% |
9,661
-126
|
|
||
|
69
American Tower
AMT
$86B
| $915K | 0.26% |
5,210
+2,717
|
|
||
70
Adobe
ADBE
$102B
| $897K | 0.26% |
2,564
-510
|
|
||
71
Schwab US Large- Cap ETF
SCHX
$62B
| $893K | 0.26% |
33,177
|
|
||
72
Amphenol
APH
$165B
| $887K | 0.25% |
6,560
-1,929
|
|
||
73
Pultegroup
PHM
$22.9B
| $882K | 0.25% |
7,521
+201
|
|
||
74
IBM
IBM
$231B
| $875K | 0.25% |
2,953
-559
|
|
||
75
NextEra Energy
NEE
$193B
| $866K | 0.25% |
10,785
+687
|
|