FFO

Fiduciary Family Office Portfolio holdings

AUM $351M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$11.3M
3
+$6.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.59M
5
MSFT icon
Microsoft
MSFT
+$5.59M

Top Sells

1
+$45.1M
2
+$25.8M
3
+$24.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$23.6M
5
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$23.3M

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 Change
in Stake 		Capital Flow
76
$858K 0.29%
+4,101
77
$832K 0.28%
+8,880
78
$829K 0.28%
+19,832
79
$827K 0.28%
+1,628
80
$810K 0.27%
+12,421
81
$807K 0.27%
+18,513
82
$800K 0.27%
+7,300
83
$796K 0.26%
+3,873
84
$772K 0.26%
+3,306
85
$771K 0.26%
+2,614
86
$768K 0.26%
+10,827
87
$765K 0.25%
+3,306
88
$756K 0.25%
+8,292
89
$744K 0.25%
+8,284
90
$738K 0.25%
+8,582
91
$733K 0.24%
+33,177
92
$724K 0.24%
6,085
+3,624
93
$714K 0.24%
+4,852
94
$709K 0.24%
+2,924
95
$686K 0.23%
+2,765
96
$684K 0.23%
+9,117
97
$664K 0.22%
+1,425
98
$654K 0.22%
+3,639
99
$651K 0.22%
+2,792
100
$645K 0.21%
+2,844
2 3
4
5 6