FFWM

Future Financial Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.06M
3
+$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1
+$943K
2
+$906K
3
+$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.06%
+1,827
227
$71K 0.06%
+625
228
$71K 0.06%
+1,177
229
$70K 0.06%
+1,500
230
$70K 0.06%
+6,000
231
$70K 0.06%
+1,600
232
$70K 0.06%
+441
233
$70K 0.06%
+3,500
234
$70K 0.06%
+300
235
$69K 0.06%
+1,040
236
$69K 0.06%
+3,188
237
$69K 0.06%
+1,762
238
$69K 0.06%
+2,600
239
$68K 0.05%
+2,720
240
$68K 0.05%
+2,500
241
$67K 0.05%
+300
242
$66K 0.05%
+200
243
$66K 0.05%
+6,000
244
$66K 0.05%
+400
245
$66K 0.05%
+250
246
$65K 0.05%
+1,601
247
$65K 0.05%
3,039
-42,344
248
$64K 0.05%
+827
249
$62K 0.05%
+4,665
250
$61K 0.05%
+3,000
8 9
10
11 12