FFC

Fure Financial Corporation Portfolio holdings

AUM $122M
1-Year Est. Return 1.5%
This Quarter Est. Return
1 Year Est. Return
+1.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$9.24M
3
+$5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.67M

Top Sells

1
+$9.37M
2
+$7.93M
3
+$4.83M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.69M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.89M

Sector Composition

1 Financials 2.19%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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