FFSOTS

Fiduciary Financial Services of The Southwest Portfolio holdings

AUM $382M
1-Year Est. Return 25.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
-$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$3.29M
2 +$2.89M
3 +$2.37M
4
LUV icon
Southwest Airlines
LUV
+$1.41M
5
HQH
abrdn Healthcare Investors
HQH
+$817K

Sector Composition

1 Energy 18.48%
2 Industrials 12.67%
3 Real Estate 12.61%
4 Healthcare 10.94%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,784