FFO
Fiduciary Family Office Portfolio holdings
AUM $301M
AUM
$301M
AUM Growth
-$34.7M (-10%)
Cap. Flow
+$274M
Cap. Flow % of AUM
91.22%
Top 10 Holdings %Top 10 Hldgs %
49.37%
Holding
233
New
174
Increased
11
Reduced
2
Closed
46
Top Buys
| 1 | $98.5M | |
| 2 | $11.3M | |
| 3 | $6.02M | |
| 4 | $5.59M | |
| 5 | $5.59M |
Top Sells
| 1 | $20.9M | |
| 2 | $64.6K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $858K | 0.29% | 4,101 | New | +$858K | |||
| $832K | 0.28% | 8,880 | New | +$832K | |||
| $829K | 0.28% | 19,832 | New | +$829K | |||
| $827K | 0.28% | 1,628 | New | +$827K | |||
| $810K | 0.27% | 12,421 | New | +$810K | |||
| $807K | 0.27% | 18,513 | New | +$807K | |||
| $800K | 0.27% | 7,300 | New | +$800K | |||
| $796K | 0.26% | 3,873 | New | +$796K | |||
| $772K | 0.26% | 3,306 | New | +$772K | |||
| $771K | 0.26% | 2,614 | New | +$771K | |||
| $768K | 0.26% | 10,827 | New | +$768K | |||
| $765K | 0.25% | 3,306 | New | +$765K | |||
| $756K | 0.25% | 8,292 | New | +$756K | |||
| $744K | 0.25% | 8,284 | New | +$744K | |||
| $738K | 0.25% | 8,582 | New | +$738K | |||
| $733K | 0.24% | 33,177 | New | +$733K | |||
| $724K | 0.24% | 6,085 +3,624 | +147% | +$431K | |||
| $714K | 0.24% | 4,852 | New | +$714K | |||
| $709K | 0.24% | 2,924 | New | +$709K | |||
| $686K | 0.23% | 2,765 | New | +$686K | |||
| $684K | 0.23% | 9,117 | New | +$684K | |||
| $664K | 0.22% | 1,425 | New | +$664K | |||
| $654K | 0.22% | 3,639 | New | +$654K | |||
| $651K | 0.22% | 2,792 | New | +$651K | |||
| $645K | 0.21% | 2,844 | New | +$645K |
