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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.06M
3
+$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1
+$943K
2
+$906K
3
+$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
+600
402
$14K 0.01%
+275
403
$14K 0.01%
+300
404
$14K 0.01%
+1,000
405
$13K 0.01%
+3,200
406
$13K 0.01%
+200
407
$13K 0.01%
+3,000
408
$13K 0.01%
+1,543
409
$13K 0.01%
+85
410
$13K 0.01%
+50
411
$13K 0.01%
+103
412
$12K 0.01%
+48
413
$12K 0.01%
+40
414
$12K 0.01%
+285
415
$12K 0.01%
+1,130
416
$12K 0.01%
+44
417
$12K 0.01%
+228
418
$12K 0.01%
+70
419
$12K 0.01%
+49
420
$11K 0.01%
+96
421
$11K 0.01%
+1,068
422
$11K 0.01%
+313
423
$11K 0.01%
+83
424
$11K 0.01%
+300
425
$11K 0.01%
+120
15 16
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