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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.07M
3
+$958K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$867K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$848K

Top Sells

1
+$1.87M
2
+$1.63M
3
+$807K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$700K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
50
-1
477
$4K ﹤0.01%
300
478
$3K ﹤0.01%
35
479
$3K ﹤0.01%
200
480
$3K ﹤0.01%
150
481
$3K ﹤0.01%
90
482
$3K ﹤0.01%
100
483
$3K ﹤0.01%
25
484
$3K ﹤0.01%
60
+24
485
$3K ﹤0.01%
2,000
486
$3K ﹤0.01%
180
487
$3K ﹤0.01%
700
488
$2K ﹤0.01%
40
489
$2K ﹤0.01%
100
490
$2K ﹤0.01%
+200
491
$2K ﹤0.01%
250
492
$2K ﹤0.01%
58
493
$2K ﹤0.01%
750
494
$1K ﹤0.01%
37
495
$1K ﹤0.01%
5
496
$1K ﹤0.01%
27
497
$1K ﹤0.01%
1
498
$1K ﹤0.01%
1
499
$1K ﹤0.01%
20
-156
500
$1K ﹤0.01%
+5
18 19
20
21 22