FFSOTS

Fiduciary Financial Services of The Southwest Portfolio holdings

AUM $382M
1-Year Est. Return 25.97%
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Sector Composition

1 Energy 14.31%
2 Industrials 13.71%
3 Real Estate 11.91%
4 Healthcare 10.24%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$144K 0.04%
11,780
152
$103K 0.03%
+3,402
153
$74K 0.02%
3,434
154
-1,897
155
-1,787