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
251
– –
-581
252
– –
-1,210
253
– –
-1,000
254
– –
-589
255
– –
-1,652
256
– –
-554
257
– –
-487
258
– –
-300
259
– –
-343
260
– –
-770
261
– –
-3,000
262
– –
-500
263
– –
-868
264
– –
-31,732
265
– –
-3,500
266
– –
-333
267
– –
-3,000
268
– –
-922
269
– –
-1,600
270
– –
-341
271
– –
-1,700
272
– –
-2,065
273
– –
-3,496
274
– –
-3,059
275
– –
-4,000
9 10
11
12 13