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

Top Buys

1
+$1.35M
2
+$1.04M
3
+$905K
4
AMZN icon
Amazon
AMZN
+$428K
5
BST icon
BlackRock Science and Technology Trust
BST
+$414K

Top Sells

1
+$974K
2
+$890K
3
+$849K
4
INTC icon
Intel
INTC
+$348K
5
JNJ icon
Johnson & Johnson
JNJ
+$279K

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
451
$8K 0.01%
+34
452
$8K 0.01%
+43
453
$8K 0.01%
+235
454
$8K 0.01%
+250
455
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+100
456
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+500
457
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+2,000
458
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+500
459
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+33
460
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461
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462
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463
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467
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+132
468
$6K ﹤0.01%
+400
469
$6K ﹤0.01%
+300
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$6K ﹤0.01%
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473
$6K ﹤0.01%
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474
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+1,000
475
$6K ﹤0.01%
+167
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