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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
TSLA icon
151
Tesla
TSLA
$1.5T
$292K 0.08%
786
-12
AXSM icon
152
Axsome Therapeutics
AXSM
$12.7B
$282K 0.08%
1,669
-614
GWW icon
153
W.W. Grainger
GWW
$62.2B
$279K 0.08%
256
-89
MCHP icon
154
Microchip Technology
MCHP
$50.4B
$267K 0.08%
4,139
+572
BR icon
155
Broadridge
BR
$16.9B
$267K 0.08%
1,642
-683
DTE icon
156
DTE Energy
DTE
$30.4B
$267K 0.08%
1,823
+32
EXPD icon
157
Expeditors International
EXPD
$21.8B
$266K 0.08%
1,859
-100
IWY icon
158
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$265K 0.08%
1,065
VGT icon
159
Vanguard Information Technology ETF
VGT
$141B
$253K 0.07%
2,904
ARKK icon
160
ARK Innovation ETF
ARKK
$6.67B
$253K 0.07%
3,745
PPG icon
161
PPG Industries
PPG
$25.2B
$250K 0.07%
+2,342
AMGN icon
162
Amgen
AMGN
$191B
$248K 0.07%
706
+45
SYK icon
163
Stryker
SYK
$117B
$247K 0.07%
753
-396
CDNS icon
164
Cadence Design Systems
CDNS
$106B
$247K 0.07%
889
+55
MO icon
165
Altria Group
MO
$119B
$245K 0.07%
3,711
-71
VWO icon
166
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$244K 0.07%
4,517
VICI icon
167
VICI Properties
VICI
$30.2B
$240K 0.07%
+8,779
SBUX icon
168
Starbucks
SBUX
$117B
$239K 0.07%
2,670
-673
SCHG icon
169
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$233K 0.07%
7,995
-1,922
EPD icon
170
Enterprise Products Partners
EPD
$80.7B
$229K 0.07%
+6,060
IJH icon
171
iShares Core S&P Mid-Cap ETF
IJH
$121B
$221K 0.06%
3,275
KDP icon
172
Keurig Dr Pepper
KDP
$43.1B
$219K 0.06%
8,321
-6,322
VUG icon
173
Vanguard Growth ETF
VUG
$220B
$218K 0.06%
3,000
-2,130
CRWD icon
174
CrowdStrike
CRWD
$176B
$217K 0.06%
555
-198
BDVL
175
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.72B
$213K 0.06%
8,638
-102
5 6
7
8 9