FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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
501
– –
-5
502
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-318
503
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-5,664
504
– –
-2,000
505
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-5,000
506
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-4,970
507
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-1,500
508
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-1,500
509
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-1,000
510
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-6,300
511
– –
0
512
– –
-67
513
– –
-1,000
514
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-4,000
515
– –
-2
516
– –
-103
517
– –
-1
518
– –
-550
519
– –
-625
520
– –
-8,000
521
– –
0
522
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-20
523
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-200
524
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-3
525
– –
-40
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