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
426
– –
-900
427
– –
-5,500
428
– –
-3,500
429
– –
-1,500
430
– –
-500
431
– –
-894
432
– –
-1,000
433
– –
-1,000
434
– –
-3,000
435
– –
-67
436
– –
-1
437
– –
-50
438
– –
-1
439
– –
-4,100
440
– –
-550
441
– –
-375
442
– –
-8,000
443
– –
-20
444
– –
-2,000
445
– –
-5,000
446
– –
-400
447
– –
-10
448
– –
-100
449
– –
-5,021
450
– –
-1,100
16 17
18
19 20