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 | |
|---|---|---|---|---|---|---|---|
| $472K | 0.16% | 1,733 | New | +$472K | |||
| $471K | 0.16% | 4,585 | New | +$471K | |||
| $468K | 0.16% | 3,191 | New | +$468K | |||
| $461K | 0.15% | 927 | New | +$461K | |||
| $459K | 0.15% | 4,650 | New | +$459K | |||
| $456K | 0.15% | 2,631 | New | +$456K | |||
| $445K | 0.15% | 724 | New | +$445K | |||
| $440K | 0.15% | 3,318 | New | +$440K | |||
| $440K | 0.15% | 783 +423 | +118% | +$238K | |||
| $423K | 0.14% | 3,547 | New | +$423K | |||
| $419K | 0.14% | 15,000 | New | +$419K | |||
| $411K | 0.14% | 3,029 | New | +$411K | |||
| $382K | 0.13% | 2,387 | New | +$382K | |||
| $379K | 0.13% | 6,230 | New | +$379K | |||
| $366K | 0.12% | 14,453 | New | +$366K | |||
| $363K | 0.12% | 14,520 | New | +$363K | |||
| $359K | 0.12% | 3,101 | New | +$359K | |||
| $358K | 0.12% | 4,438 | New | +$358K | |||
| $352K | 0.12% | 2,198 | New | +$352K | |||
| $348K | 0.12% | 4,593 | New | +$348K | |||
| $345K | 0.11% | 10,095 | New | +$345K | |||
| $334K | 0.11% | 968 | New | +$334K | |||
| $333K | 0.11% | 2,170 | New | +$333K | |||
| $332K | 0.11% | 2,846 | New | +$332K | |||
| $331K | 0.11% | 562 | New | +$331K |
