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 | |
|---|---|---|---|---|---|---|---|
| $635K | 0.21% | 1,706 | New | +$635K | |||
| $622K | 0.21% | 1,991 | New | +$622K | |||
| $620K | 0.21% | 1,426 | New | +$620K | |||
| $614K | 0.2% | 2,823 | New | +$614K | |||
| $603K | 0.2% | 3,607 | New | +$603K | |||
| $596K | 0.2% | 1,335 | New | +$596K | |||
| $576K | 0.19% | 583 | New | +$576K | |||
| $572K | 0.19% | 150 | New | +$572K | |||
| $571K | 0.19% | 124 | New | +$571K | |||
| $566K | 0.19% | 2,060 | New | +$566K | |||
| $559K | 0.19% | 21,520 | New | +$559K | |||
| $558K | 0.19% | 590 | New | +$558K | |||
| $558K | 0.19% | 3,925 | New | +$558K | |||
| $548K | 0.18% | 8,077 | New | +$548K | |||
| $542K | 0.18% | 5,991 | New | +$542K | |||
| $533K | 0.18% | 3,810 | New | +$533K | |||
| $530K | 0.18% | 4,350 | New | +$530K | |||
| $522K | 0.17% | 32,611 | New | +$522K | |||
| $518K | 0.17% | 651 | New | +$518K | |||
| $511K | 0.17% | 1,516 | New | +$511K | |||
| $494K | 0.16% | 13,400 | New | +$494K | |||
| $494K | 0.16% | 13,690 | New | +$494K | |||
| $494K | 0.16% | 24,315 | New | +$494K | |||
| $491K | 0.16% | 6,794 | New | +$491K | |||
| $485K | 0.16% | 4,946 | New | +$485K |
