FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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
+$3.48M
2
+$2.15M
3
+$1.58M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.47M
5
LLY icon
Eli Lilly
LLY
+$1.2M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$754K

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
251
– –
-2
252
– –
-2,113
253
– –
-550
254
– –
-896
255
– –
-494
256
– –
-2,000
257
– –
-3,500
258
– –
-500
259
– –
-6,900
260
– –
-200
261
– –
-2,084
262
– –
-120
263
– –
-368
264
– –
-12,872
265
– –
-290
266
– –
-1,000
267
– –
-2,774
268
– –
-400
269
– –
-3,380
270
– –
-1,000
271
– –
-581
272
– –
-1,210
273
– –
-1,000
274
– –
-589
275
– –
-1,652
9 10
11
12 13