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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
ETN icon
126
Eaton
ETN
$153B
$398K 0.11%
1,112
+402
BLK icon
127
Blackrock
BLK
$158B
$390K 0.11%
406
-72
ITW icon
128
Illinois Tool Works
ITW
$72B
$388K 0.11%
1,491
-721
CB icon
129
Chubb
CB
$127B
$384K 0.11%
1,177
+177
GEV icon
130
GE Vernova
GEV
$244B
$381K 0.11%
+436
BDYN
131
iShares Dynamic Equity Active ETF
BDYN
$2.88B
$379K 0.11%
15,599
+221
YUM icon
132
Yum! Brands
YUM
$41.6B
$376K 0.11%
+2,421
COP icon
133
ConocoPhillips
COP
$141B
$376K 0.11%
2,846
MDT icon
134
Medtronic
MDT
$103B
$375K 0.11%
4,333
-4,069
RGA icon
135
Reinsurance Group of America
RGA
$13.5B
$374K 0.11%
1,830
-68
GPC icon
136
Genuine Parts
GPC
$13.5B
$369K 0.11%
3,492
+1,011
DOV icon
137
Dover
DOV
$28.8B
$369K 0.11%
1,768
-85
CL icon
138
Colgate-Palmolive
CL
$72B
$367K 0.1%
4,310
+409
GLW icon
139
Corning
GLW
$152B
$367K 0.1%
+2,700
CHD icon
140
Church & Dwight Co
CHD
$23.3B
$367K 0.1%
3,930
+882
IVOO icon
141
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.66B
$365K 0.1%
3,190
MRSH
142
Marsh
MRSH
$80.5B
$354K 0.1%
2,040
+640
MDLZ icon
143
Mondelez International
MDLZ
$82.4B
$352K 0.1%
6,107
+308
TSM icon
144
TSMC
TSM
$2.18T
$327K 0.09%
+967
APD icon
145
Air Products & Chemicals
APD
$61.9B
$319K 0.09%
1,099
+142
PKG icon
146
Packaging Corp of America
PKG
$19.3B
$319K 0.09%
1,503
+157
ADP icon
147
Automatic Data Processing
ADP
$90.2B
$316K 0.09%
1,553
-998
KMB icon
148
Kimberly-Clark
KMB
$33.7B
$310K 0.09%
3,210
+1,040
DFUV icon
149
Dimensional US Marketwide Value ETF
DFUV
$15.1B
$308K 0.09%
6,366
DD icon
150
DuPont de Nemours
DD
$19B
$298K 0.09%
+6,516
4 5
6
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