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
$102M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$16.7M
2
+$198K
3
+$196K
4
VICI icon
VICI Properties
VICI
+$191K
5
OHI icon
Omega Healthcare
OHI
+$187K

Sector Composition

1 Healthcare 5.22%
2 Technology 4.69%
3 Consumer Staples 4.52%
4 Communication Services 4.1%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.16%
36,128
27
$1.13M 1.11%
22,887
28
$1.09M 1.06%
20,334
29
$1.09M 1.06%
41,301
30
$1.08M 1.05%
13,042
31
$1.07M 1.05%
37,954
32
$1.06M 1.03%
10,454
33
$1.05M 1.03%
38,874
34
$1.01M 0.99%
30,164
35
$1M 0.98%
83,775
36
$958K 0.94%
43,401
37
$956K 0.93%
40,679
38
$917K 0.9%
5,175
39
$914K 0.89%
14,359
40
$886K 0.86%
9,035
41
$877K 0.86%
269
-5,111
42
$863K 0.84%
11,056
43
$857K 0.84%
6,517
44
$850K 0.83%
16,296
45
$818K 0.8%
8,371
46
$816K 0.8%
53,568
47
$815K 0.8%
8,353
48
$812K 0.79%
23,492
49
$806K 0.79%
7,220
50
$781K 0.76%
15,322
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