FFO
Fiduciary Family Office Portfolio holdings
AUM
$351M
1-Year Est. Return
10.55%
1 Year Est. Return
+10.55%
AUM
$351M
AUM Growth
+$46.1M
(+15%)
Holding
202
Top Sells
| 1 | +$1.23M | |
| 2 | +$986K | |
| 3 | +$962K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$870K |
| 5 |
Royal Caribbean
RCL
|
+$697K |
Sector Composition
| 1 | Technology | 47.23% |
| 2 | Financials | 9.66% |
| 3 | Consumer Staples | 5.48% |
| 4 | Industrials | 5.43% |
| 5 | Communication Services | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Church & Dwight Co
CHD
$20.3B
| $939K | 0.27% |
10,721
+2,314
|
|
||
77
Carnival Corp
CCL
$36.3B
| $928K | 0.26% |
+32,095
|
|
||
78
Texas Instruments
TXN
$163B
| $927K | 0.26% |
5,048
+1,224
|
|
||
79
Lockheed Martin
LMT
$111B
| $922K | 0.26% |
1,846
+357
|
|
||
80
L3Harris
LHX
$53.7B
| $921K | 0.26% |
3,017
+734
|
|
||
81
Iron Mountain
IRM
$24.6B
| $885K | 0.25% |
8,686
+746
|
|
||
82
Waste Management
WM
$86.9B
| $884K | 0.25% |
4,001
+739
|
|
||
83
Illinois Tool Works
ITW
$74.9B
| $882K | 0.25% |
3,384
+546
|
|
||
84
Schwab US Large- Cap ETF
SCHX
$62.8B
| $874K | 0.25% |
33,177
|
|
||
85
PayPal
PYPL
$57.7B
| $863K | 0.25% |
12,869
+810
|
|
||
86
Air Products & Chemicals
APD
$54.1B
| $855K | 0.24% |
3,136
+464
|
|
||
87
Ferguson
FERG
$45.1B
| $852K | 0.24% |
+3,794
|
|
||
88
Clorox
CLX
$12.7B
| $818K | 0.23% |
6,635
+1,576
|
|
||
89
Moody's
MCO
$86.8B
| $816K | 0.23% |
1,712
+130
|
|
||
90
ServiceNow
NOW
$179B
| $794K | 0.23% |
863
+263
|
|
||
91
Delta Air Lines
DAL
$45.6B
| $792K | 0.23% |
+13,958
|
|
||
92
Sysco
SYY
$35.6B
| $791K | 0.23% |
9,603
+1,826
|
|
||
93
Lowe's Companies
LOW
$139B
| $772K | 0.22% |
3,070
+394
|
|
||
94
iShares Bitcoin Trust
IBIT
$70.2B
| $767K | 0.22% |
+11,800
|
|
||
95
NextEra Energy
NEE
$170B
| $762K | 0.22% |
10,098
-1,603
|
|
||
96
TJX Companies
TJX
$173B
| $748K | 0.21% |
5,174
+1,790
|
|
||
97
Broadridge
BR
$26.9B
| $746K | 0.21% |
3,132
+301
|
|
||
98
AutoZone
AZO
$57.1B
| $742K | 0.21% |
173
-18
|
|
||
99
Chevron
CVX
$300B
| $730K | 0.21% |
4,700
-40
|
|
||
100
Workday
WDAY
$59B
| $727K | 0.21% |
3,018
+944
|
|