FFO
Fiduciary Family Office Portfolio holdings
AUM
$305M
1-Year Est. Return
6.05%
1 Year Est. Return
+6.05%
AUM
$305M
AUM Growth
+$4.8M
(+1.6%)
Holding
207
Top Buys
| 1 | +$5.47M | |
| 2 | +$2.29M | |
| 3 | +$927K | |
| 4 |
Moody's
MCO
|
+$794K |
| 5 |
Steris
STE
|
+$538K |
Top Sells
| 1 | +$991K | |
| 2 | +$914K | |
| 3 | +$901K | |
| 4 |
Delta Air Lines
DAL
|
+$807K |
| 5 |
Interactive Brokers
IBKR
|
+$780K |
Sector Composition
| 1 | Technology | 44.5% |
| 2 | Financials | 11.17% |
| 3 | Consumer Staples | 6.54% |
| 4 | Industrials | 5.75% |
| 5 | Healthcare | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Prologis
PLD
$117B
| – | – |
-1,898
|
|
||
202
PPG Industries
PPG
$23.4B
| – | – |
-2,453
|
|
||
203
Vanguard Energy ETF
VDE
$7.22B
| – | – |
-6,944
|
|
||
204
Vanguard Real Estate ETF
VNQ
$34.6B
| – | – |
-5,991
|
|
||
205
Vanguard Russell 2000 ETF
VTWO
$13.1B
| – | – |
-4,438
|
|
||
206
Watsco Inc
WSO
$14.7B
| – | – |
-551
|
|
||
207
XPO
XPO
$14.8B
| – | – |
-2,000
|
|