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
– –
-4,009
252
– –
-77,172
253
– –
-8,500
254
– –
-1,000
255
– –
-5
256
– –
-150
257
– –
-1,325
258
– –
-200
259
– –
-258
260
– –
-20
261
– –
-1,000
262
– –
-10
263
– –
-4,000
264
– –
-500
265
– –
-3,532
266
– –
-200
267
– –
-20
268
– –
-500
269
– –
-1,000
270
– –
-97
271
– –
-2,113
272
– –
-550
273
– –
-896
274
– –
-494
275
– –
-2,000
9 10
11
12 13