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
+$3.53M
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
401
– –
-492
402
– –
-3,000
403
– –
-50
404
– –
-5,110
405
– –
-1,391
406
– –
-10
407
– –
-2,300
408
– –
-1,107
409
– –
-100
410
– –
-1,036
411
– –
-2,200
412
– –
-5
413
– –
-400
414
– –
-2
415
– –
-30
416
– –
-500
417
– –
-340
418
– –
-16
419
– –
-1,000
420
– –
-3,375
421
– –
-482
422
– –
-400
423
– –
-102
424
– –
-40
425
– –
-500
15 16
17
18 19