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FFO
Fiduciary Family Office Portfolio holdings
AUM
$351M
1-Year Est. Return
22.19%
This Fund
S&P 500
1 Year Est. Return
+22.19%
AUM
$351M
AUM Growth
+$2.96M
(+0.85%)
Holding
201
Top Buys
| 1 | +$3.27M | |
| 2 | +$2.48M | |
| 3 | +$2.16M | |
| 4 |
Amazon
AMZN
|
+$2.12M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.72M |
Top Sells
| 1 | +$9.47M | |
| 2 | +$897K | |
| 3 | +$812K | |
| 4 |
Kroger
KR
|
+$805K |
| 5 |
Booking.com
BKNG
|
+$712K |
Sector Composition
| 1 | Technology | 45.75% |
| 2 | Financials | 9.12% |
| 3 | Healthcare | 6.91% |
| 4 | Industrials | 6.04% |
| 5 | Communication Services | 5.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$121B
| $899K | 0.26% |
3,804
+748
|
|
||
77
Advanced Micro Devices
AMD
$796B
| $898K | 0.26% |
4,414
-13
|
|
||
78
Trane Technologies
TT
$99.3B
| $888K | 0.25% |
2,132
+559
|
|
||
79
Chevron
CVX
$370B
| $875K | 0.25% |
4,230
-470
|
|
||
80
Morgan Stanley
MS
$335B
| $861K | 0.25% |
5,232
+2,470
|
|
||
81
Schwab US Large- Cap ETF
SCHX
$70.9B
| $851K | 0.24% |
33,177
|
|
||
82
Capital One
COF
$113B
| $848K | 0.24% |
4,649
+274
|
|
||
83
Regeneron Pharmaceuticals
REGN
$63.1B
| $830K | 0.24% |
1,074
+94
|
|
||
84
Pfizer
PFE
$149B
| $797K | 0.23% |
28,367
+17,270
|
|
||
85
Sysco
SYY
$37.6B
| $779K | 0.22% |
10,916
+1,550
|
|
||
86
Amphenol
APH
$188B
| $774K | 0.22% |
6,127
-433
|
|
||
87
CSX Corp
CSX
$86.2B
| $764K | 0.22% |
18,605
+6,374
|
|
||
88
Texas Instruments
TXN
$270B
| $739K | 0.21% |
3,804
+823
|
|
||
89
PPL Corp
PPL
$26.8B
| $733K | 0.21% |
19,183
+2,382
|
|
||
90
Thermo Fisher Scientific
TMO
$177B
| $720K | 0.21% |
1,465
+194
|
|
||
91
Republic Services
RSG
$65.4B
| $712K | 0.2% |
3,252
-1,426
|
|
||
92
Moody's
MCO
$78.7B
| $698K | 0.2% |
1,599
+191
|
|
||
93
McDonald's
MCD
$202B
| $695K | 0.2% |
2,236
+677
|
|
||
94
Emerson Electric
EMR
$76.8B
| $667K | 0.19% |
+5,090
|
|
||
95
ServiceNow
NOW
$106B
| $638K | 0.18% |
6,100
+1,625
|
|
||
96
Hubbell
HUBB
$24.7B
| $625K | 0.18% |
+1,274
|
|
||
97
AutoZone
AZO
$50.9B
| $622K | 0.18% |
184
+11
|
|
||
98
IBM
IBM
$258B
| $615K | 0.18% |
2,536
-417
|
|
||
99
J.M. Smucker
SJM
$12.5B
| $581K | 0.17% |
+6,029
|
|
||
100
Dell
DELL
$254B
| $548K | 0.16% |
3,341
-350
|
|