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
351
– –
-250
352
– –
-285
353
– –
-1,362
354
– –
-10
355
– –
-500
356
– –
-59
357
– –
-1,400
358
– –
-500
359
– –
-200
360
– –
-4,187
361
– –
-1,954
362
– –
-1,250
363
– –
-360
364
– –
-2,000
365
– –
-1,375
366
– –
-67
367
– –
-50
368
– –
-128
369
– –
-300
370
– –
-1,000
371
– –
-6,400
372
– –
-259
373
– –
-1,000
374
– –
-75
375
– –
-800
13 14
15
16 17