We are live on ! Find out more
FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$640K
2
+$198K
3
+$196K
4
VICI icon
VICI Properties
VICI
+$191K
5
OHI icon
Omega Healthcare
OHI
+$187K

Sector Composition

1 Healthcare 5.22%
2 Technology 4.69%
3 Consumer Staples 4.52%
4 Communication Services 4.1%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-800
227
– –
-3,000
228
– –
-6,172
229
– –
-9,857
230
– –
-5
231
– –
-500
232
– –
-2,300
233
– –
-100
234
– –
-100
235
– –
-1,151
236
– –
-3,000
237
– –
-1,665
238
– –
-200
239
– –
-1,810
240
– –
-700
241
– –
-500
242
– –
-535
243
– –
-20
244
– –
-80
245
– –
-100
246
– –
-2,151
247
– –
-1,513
248
– –
-2,000
249
– –
-200
250
– –
-4,281
8 9
10
11 12