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
426
– –
-1,300
427
– –
-5,000
428
– –
-301
429
– –
-1,175
430
– –
-5,641
431
– –
-2,000
432
– –
-180
433
– –
-100
434
– –
-200
435
– –
-800
436
– –
-1,500
437
– –
-65
438
– –
-4
439
– –
-1,230
440
– –
-613
441
– –
-1,525
442
– –
-400
443
– –
-2,818
444
– –
-4,200
445
– –
-230
446
– –
-16
447
– –
-1,000
448
– –
-900
449
– –
-5,500
450
– –
-3,500
16 17
18
19 20