We are live on ! Find out more
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
$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
+$640K
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
476
– –
-1,500
477
– –
-2
478
– –
-103
479
– –
-2,000
480
– –
-1,100
481
– –
0
482
– –
-2,000
483
– –
-934
484
– –
-1,000
485
– –
-300
486
– –
-1,601
487
– –
-277
488
– –
-200
489
– –
0
490
– –
-400
491
– –
-300
492
– –
-5
493
– –
-22
494
– –
-200
495
– –
-800
496
– –
-287
497
– –
-1,354
498
– –
-3,010
499
– –
-1,827
500
– –
-214
18 19
20
21 22