FFO
Fiduciary Family Office Portfolio holdings
AUM
$351M
1-Year Est. Return
10.55%
1 Year Est. Return
+10.55%
AUM
$351M
AUM Growth
+$46.1M
(+15%)
Holding
202
Top Sells
| 1 | +$1.23M | |
| 2 | +$986K | |
| 3 | +$962K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$870K |
| 5 |
Royal Caribbean
RCL
|
+$697K |
Sector Composition
| 1 | Technology | 47.23% |
| 2 | Financials | 9.66% |
| 3 | Consumer Staples | 5.48% |
| 4 | Industrials | 5.43% |
| 5 | Communication Services | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Thomson Reuters
TRI
$58.1B
| – | – |
-1,036
|
|
||
202
Vanguard Total Stock Market ETF
VTI
$567B
| – | – |
-1,520
|
|