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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
501
$1K ﹤0.01%
22
502
$1K ﹤0.01%
20
503
$1K ﹤0.01%
100
504
$1K ﹤0.01%
8
505
$1K ﹤0.01%
12
506
$1K ﹤0.01%
14
507
$0 ﹤0.01%
385
508
– –
0
509
– –
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510
$0 ﹤0.01%
5
511
$0 ﹤0.01%
1
-2
512
– –
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513
$0 ﹤0.01%
5
514
– –
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515
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0
516
$0 ﹤0.01%
2
517
– –
-57
518
– –
-31
519
$0 ﹤0.01%
3
520
– –
0
521
$0 ﹤0.01%
10
522
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0
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$0 ﹤0.01%
+1
524
– –
0
525
$0 ﹤0.01%
20
19 20
21
22 23