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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.16M
3
+$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-50
227
– –
-727
228
– –
-228
229
– –
-1,000
230
– –
-2,000
231
– –
-470
232
– –
-300
233
– –
-40
234
– –
-500
235
– –
-1,450
236
– –
-2,167
237
– –
-837
238
– –
-2,754
239
– –
-14
240
– –
-40
241
– –
-467
242
– –
-2,000
243
– –
-300
244
– –
-2,000
245
– –
-500
246
– –
-100
247
– –
-385
248
– –
-5,500
249
– –
-200
250
– –
-3
8 9
10
11 12