FFO

Fiduciary Family Office Portfolio holdings

AUM $305M
1-Year Est. Return 6.05%
This Quarter Est. Return
1 Year Est. Return
+6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$2.78M
3
+$837K
4
EMR icon
Emerson Electric
EMR
+$713K
5
CL icon
Colgate-Palmolive
CL
+$704K

Top Sells

1
+$1.85M
2
+$940K
3
+$899K
4
META icon
Meta Platforms (Facebook)
META
+$862K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$773K

Sector Composition

1 Technology 45.18%
2 Financials 9.82%
3 Healthcare 7.46%
4 Consumer Staples 6.2%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$872K 0.29%
4,344
+2,732
77
$868K 0.29%
10,810
+1,641
78
$860K 0.28%
9,730
+86
79
$859K 0.28%
1,737
-51
80
$830K 0.27%
19,774
+2,032
81
$798K 0.26%
14,999
-467
82
$793K 0.26%
26,962
-2,635
83
$784K 0.26%
10,636
-1,207
84
$768K 0.25%
3,304
-56
85
$759K 0.25%
11,650
+3,316
86
$750K 0.25%
33,177
87
$750K 0.25%
6,397
-624
88
$727K 0.24%
2,996
+508
89
$716K 0.24%
7,349
90
$713K 0.24%
+6,520
91
$709K 0.23%
4,168
-3,168
92
$705K 0.23%
22,291
-938
93
$704K 0.23%
+6,780
94
$697K 0.23%
1,929
-1,685
95
$676K 0.22%
+2,271
96
$672K 0.22%
7,463
+1,763
97
$657K 0.22%
+6,272
98
$656K 0.22%
691
-598
99
$654K 0.22%
37,222
-196
100
$636K 0.21%
+3,907
2 3
4
5 6