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 | |
|---|---|---|---|---|---|---|---|
| $327K | 0.11% | 3,112 | New | +$327K | |||
| $318K | 0.11% | 653 | New | +$318K | |||
| $317K | 0.11% | 855 | New | +$317K | |||
| $309K | 0.1% | 5,249 | New | +$309K | |||
| $296K | 0.1% | 839 | New | +$296K | |||
| $291K | 0.1% | 1,221 | New | +$291K | |||
| $281K | 0.09% | 2,034 | New | +$281K | |||
| $280K | 0.09% | 551 | New | +$280K | |||
| $279K | 0.09% | 1,594 | New | +$279K | |||
| $279K | 0.09% | 1,629 | New | +$279K | |||
| $268K | 0.09% | 2,453 | New | +$268K | |||
| $262K | 0.09% | 6,366 | New | +$262K | |||
| $252K | 0.08% | 1,218 | New | +$252K | |||
| $248K | 0.08% | 11,186 | New | +$248K | |||
| $246K | 0.08% | 4,105 | New | +$246K | |||
| $246K | 0.08% | 2,044 | New | +$246K | |||
| $244K | 0.08% | 4,190 -358,086 | -99% | -$20.9M | |||
| $242K | 0.08% | 800 | New | +$242K | |||
| $241K | 0.08% | 3,075 | New | +$241K | |||
| $237K | 0.08% | 930 | New | +$237K | |||
| $232K | 0.08% | 1,172 | New | +$232K | |||
| $226K | 0.08% | 1,258 | New | +$226K | |||
| $225K | 0.07% | 1,065 | New | +$225K | |||
| $224K | 0.07% | 1,356 | New | +$224K | |||
| $220K | 0.07% | 2,283 | New | +$220K |
