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 | |
|---|---|---|---|---|---|---|
76
Exxon Mobil
XOM
$616B
| $863K | 0.25% |
7,175
+1,145
|
|
||
77
TJX Companies
TJX
$174B
| $827K | 0.24% |
5,385
+211
|
|
||
78
Medtronic
MDT
$106B
| $807K | 0.23% |
8,402
-1,482
|
|
||
79
Tractor Supply
TSCO
$18.8B
| $804K | 0.23% |
16,083
-2,685
|
|
||
80
Ferguson
FERG
$53B
| $771K | 0.22% |
3,463
-331
|
|
||
81
Regeneron Pharmaceuticals
REGN
$78.7B
| $756K | 0.22% |
980
+125
|
|
||
82
Procter & Gamble
PG
$345B
| $748K | 0.22% |
5,222
-4,012
|
|
||
83
Lowe's Companies
LOW
$136B
| $737K | 0.21% |
3,056
-14
|
|
||
84
Thermo Fisher Scientific
TMO
$174B
| $737K | 0.21% |
1,271
-3
|
|
||
85
Lockheed Martin
LMT
$118B
| $722K | 0.21% |
1,494
-352
|
|
||
86
Moody's
MCO
$80.5B
| $719K | 0.21% |
1,408
-304
|
|
||
87
Chevron
CVX
$368B
| $716K | 0.21% |
4,700
|
|
||
88
Booking.com
BKNG
$138B
| $712K | 0.2% |
3,325
+50
|
|
||
89
Diamondback Energy
FANG
$55.3B
| $696K | 0.2% |
4,632
-7
|
|
||
90
Sysco
SYY
$36B
| $690K | 0.2% |
9,366
-237
|
|
||
91
ServiceNow
NOW
$93.3B
| $686K | 0.2% |
4,475
+160
|
|
||
92
Motorola Solutions
MSI
$71.7B
| $676K | 0.19% |
+1,764
|
|
||
93
Salesforce
CRM
$147B
| $656K | 0.19% |
2,477
+6
|
|
||
94
Automatic Data Processing
ADP
$79.4B
| $656K | 0.19% |
2,551
-1,106
|
|
||
95
S&P Global
SPGI
$129B
| $624K | 0.18% |
1,195
-62
|
|
||
96
Trane Technologies
TT
$107B
| $612K | 0.18% |
1,573
+23
|
|
||
97
Workday
WDAY
$30.3B
| $595K | 0.17% |
2,768
-250
|
|
||
98
Blackstone
BX
$94.6B
| $593K | 0.17% |
3,850
-52
|
|
||
99
Truist Financial
TFC
$63.8B
| $589K | 0.17% |
11,964
-2,638
|
|
||
100
PPL Corp
PPL
$29.1B
| $588K | 0.17% |
16,801
-943
|
|