FFWM

Future Financial Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
-1.63%
1 Year Return
+6.94%
3 Year Return
+17.95%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
-$378K
Cap. Flow
+$2.74M
Cap. Flow %
2.01%
Top 10 Hldgs %
40.42%
Holding
462
New
13
Increased
85
Reduced
57
Closed
12

Top Buys

1
$2.09M
2
$1.9M
3
$1.78M
4
$1.74M
5
$1.71M

Top Sells

1
$3.59M
2
$1.91M
3
$1.89M
4
$1.75M
5
$661K

Sector Composition

1Technology4.45%
2Healthcare4.35%
3Consumer Staples4.3%
4Financials3.99%
5Communication Services3.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$10.5M7.72% 20,485
+3,325
+19%
+$1.71M
$10.5M7.7% 54,389
+9,236
+20%
+$1.78M
$6.08M4.46% 217,329
+12,397
+6%
+$347K
$4.3M3.16% 20,401
-158
-0.8%
-$33.3K
$4.25M3.12% 120,888
+1,941
+2%
+$68.2K
$4.24M3.11% 24,867
-112
-0.5%
-$19.1K
$4.22M3.1% 116,328
+3,677
+3%
+$133K
$4.21M3.09% 76,839
+1,434
+2%
+$78.5K
$3.96M2.9% 78,012
+14,932
+24%
+$757K
$2.85M2.09% 66,924
+3,824
+6%
+$163K
$2.64M1.94% 124,424
+98,718
+384%
+$2.09M
$2.3M1.69% 45,418
+3,540
+8%
+$179K
$2.15M1.58% 9,694
-45
-0.5%
-$10K
$2.1M1.54% 14,354
+1,873
+15%
+$273K
$1.95M1.43% 9,431
-141
-1%
-$29.1K
$1.91M1.4% 22,236
+22,116
+18,430%
+$1.9M
$1.78M1.31% 11,422
-143
-1%
-$22.3K
$1.74M1.27%
+19,502
 New
+$1.74M
$1.69M1.24% 7,993
+1,049
+15%
+$222K
$1.61M1.18% 96,166
+1,674
+2%
+$28.1K
$1.34M0.98% 14,797
+516
+4%
+$46.7K
$1.31M0.96% 26,299
+551
+2%
+$27.5K
$1.3M0.96% 1,578
+50
+3%
+$41.3K
$1.28M0.94% 6,711
+607
+10%
+$115K
$1.23M0.9% 5,883
-44
-0.7%
-$9.22K
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