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
351
– –
-67
352
– –
-50
353
– –
-128
354
– –
-300
355
– –
-1,000
356
– –
-6,400
357
– –
-259
358
– –
-1,000
359
– –
-75
360
– –
-800
361
– –
-1,180
362
– –
-1,000
363
– –
-5,000
364
– –
-83
365
– –
-327
366
– –
-1,130
367
– –
-12
368
– –
-70
369
– –
-6,000
370
– –
-50
371
– –
-340
372
– –
-180,866
373
– –
-3,900
374
– –
-2,058
375
– –
-1,000
13 14
15
16 17