FFO
Fiduciary Family Office Portfolio holdings
AUM
$348M
1-Year Est. Return
20.46%
This Fund
S&P 500
1 Year Est. Return
+20.46%
AUM
$348M
AUM Growth
-$3.6M
(-1%)
Holding
193
Top Buys
| 1 | +$1.05M | |
| 2 | +$781K | |
| 3 | +$709K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$700K |
| 5 |
American Tower
AMT
|
+$494K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.17M | |
| 3 | +$1.08M | |
| 4 |
Oracle
ORCL
|
+$889K |
| 5 |
Clorox
CLX
|
+$818K |
Sector Composition
| 1 | Technology | 48.43% |
| 2 | Financials | 9.37% |
| 3 | Healthcare | 5.72% |
| 4 | Communication Services | 5.53% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Fortune Brands Innovations
FBIN
$5.18B
| $218K | 0.06% |
4,359
-1,165
|
|
||
|
BDVL
177
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.45B
| $217K | 0.06% |
8,740
-65
|
|
||
178
Amgen
AMGN
$197B
| $216K | 0.06% |
+661
|
|
||
179
iShares Core S&P Mid-Cap ETF
IJH
$105B
| $216K | 0.06% |
3,275
|
|
||
180
Element Solutions
ESI
$7.55B
| $214K | 0.06% |
8,555
-1,878
|
|
||
181
Jacobs Solutions
J
$15B
| $212K | 0.06% |
1,597
|
|
||
182
Prologis
PLD
$122B
| $208K | 0.06% |
+1,628
|
|
||
183
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
| $208K | 0.06% |
3,793
-85
|
|
||
184
Bristol-Myers Squibb
BMY
$120B
| – | – |
-7,053
|
|
||
|
185
Clorox
CLX
$13.4B
| – | – |
-6,635
|
|
||
186
CRH
CRH
$66.8B
| – | – |
-9,005
|
|
||
187
DuPont de Nemours
DD
$18.4B
| – | – |
-8,439
|
|
||
188
Douglas Emmett
DEI
$1.63B
| – | – |
-11,280
|
|
||
|
FISV
189
Fiserv Inc
FISV
$30.3B
| – | – |
-9,620
|
|
||
190
Gaming and Leisure Properties
GLPI
$13.5B
| – | – |
-25,168
|
|
||
191
Palo Alto Networks
PANW
$136B
| – | – |
-1,090
|
|
||
192
Royal Caribbean
RCL
$73.7B
| – | – |
-692
|
|
||
193
VICI Properties
VICI
$30.4B
| – | – |
-8,508
|
|