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FFO

Fiduciary Family Office Portfolio holdings

AUM $351M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.48M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$2.12M
5
GLD icon
SPDR Gold Trust
GLD
+$1.72M

Top Sells

1
+$9.47M
2
+$897K
3
+$812K
4
KR icon
Kroger
KR
+$805K
5
BKNG icon
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
WM icon
101
Waste Management
WM
$90.1B
$540K 0.15%
2,350
-200
UNP icon
102
Union Pacific
UNP
$159B
$535K 0.15%
2,204
-2,509
LMT icon
103
Lockheed Martin
LMT
$127B
$490K 0.14%
810
-684
FERG icon
104
Ferguson
FERG
$43.6B
$483K 0.14%
2,070
-1,393
STE icon
105
Steris
STE
$20.3B
$475K 0.14%
2,148
-2,381
EOG icon
106
EOG Resources
EOG
$74.7B
$467K 0.13%
3,231
+922
IAU icon
107
iShares Gold Trust
IAU
$65.4B
$463K 0.13%
5,249
MPC icon
108
Marathon Petroleum
MPC
$76.9B
$461K 0.13%
1,889
+270
SCHD icon
109
Schwab US Dividend Equity ETF
SCHD
$95.7B
$460K 0.13%
15,000
SDY icon
110
State Street SPDR S&P Dividend ETF
SDY
$21.3B
$460K 0.13%
3,151
GE icon
111
GE Aerospace
GE
$347B
$456K 0.13%
+1,606
TFC icon
112
Truist Financial
TFC
$62B
$450K 0.13%
9,798
-2,166
QTUM icon
113
Defiance Quantum ETF
QTUM
$5.89B
$440K 0.13%
4,100
BX icon
114
Blackstone
BX
$148B
$438K 0.12%
3,810
-40
NSC icon
115
Norfolk Southern
NSC
$69.4B
$435K 0.12%
1,515
-346
IRM icon
116
Iron Mountain
IRM
$36.7B
$433K 0.12%
4,236
-126
EFX icon
117
Equifax
EFX
$19.8B
$432K 0.12%
+2,400
MSI icon
118
Motorola Solutions
MSI
$68.3B
$417K 0.12%
960
-804
GD icon
119
General Dynamics
GD
$92.2B
$414K 0.12%
1,208
-371
UNH icon
120
UnitedHealth
UNH
$368B
$412K 0.12%
1,521
+741
CRM icon
121
Salesforce
CRM
$136B
$409K 0.12%
2,191
-286
CZR icon
122
Caesars Entertainment
CZR
$6B
$408K 0.12%
15,451
+4,705
SCHW
123
DELISTED
Charles Schwab
SCHW
$408K 0.12%
4,345
+607
MMM icon
124
3M
MMM
$82.4B
$407K 0.12%
+2,803
TSCO icon
125
Tractor Supply
TSCO
$16.4B
$404K 0.12%
8,918
-7,165
3 4
5
6 7