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
51
$1.14M 0.38%
+31,422
52
$1.13M 0.37%
+4,754
53
$1.12M 0.37%
+8,434
54
$1.11M 0.37%
+16,668
55
$1.09M 0.36%
+8,036
56
$1.08M 0.36%
+3,534
57
$1.06M 0.35%
+4,341
58
$1.06M 0.35%
+6,779
59
$1.05M 0.35%
+12,500
60
$1.04M 0.35%
+4,405
61
$1.03M 0.34%
+10,008
62
$991K 0.33%
+5,806
63
$986K 0.33%
+2,989
64
$964K 0.32%
+3,075
65
$962K 0.32%
+5,456
66
$938K 0.31%
+22,790
67
$934K 0.31%
+2,436
68
$921K 0.31%
+12,664
69
$901K 0.3%
+6,944
70
$899K 0.3%
+14,561
71
$885K 0.29%
+8,962
72
$874K 0.29%
+7,938
73
$872K 0.29%
+11,970
74
$860K 0.29%
+4,369
75
$860K 0.29%
+13,108
1 2
3
4 5