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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.16M
3
+$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

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
476
– –
-100
477
– –
-5,021
478
– –
-1,100
479
– –
-2,000
480
– –
-1,199
481
– –
-1,000
482
– –
-300
483
– –
-1,525
484
– –
-50
485
– –
-1,000
486
– –
-94
487
– –
-333
488
– –
-1,600
489
– –
-635
490
– –
-235
491
– –
-22
492
– –
-20
493
– –
-3,200
494
– –
-2,000
495
– –
-60
496
– –
-532
497
– –
-177
498
– –
-800
499
– –
-10
500
– –
-5,835
17 18 19
20
21