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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.04M
3
+$905K
4
AMZN icon
Amazon
AMZN
+$428K
5
BST icon
BlackRock Science and Technology Trust
BST
+$414K

Top Sells

1
+$974K
2
+$890K
3
+$849K
4
INTC icon
Intel
INTC
+$348K
5
JNJ icon
Johnson & Johnson
JNJ
+$279K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
0
527
$0 ﹤0.01%
+1
528
– –
0
529
$0 ﹤0.01%
+5
530
$0 ﹤0.01%
+3
531
$0 ﹤0.01%
+5
532
– –
0
533
$0 ﹤0.01%
+2
534
$0 ﹤0.01%
+3
535
– –
0
536
$0 ﹤0.01%
+18
537
$0 ﹤0.01%
+1
538
$0 ﹤0.01%
+1
539
– –
0
540
– –
0
541
$0 ﹤0.01%
+5
542
– –
0
543
– –
0
544
– –
0
545
– –
0
546
– –
0
547
$0 ﹤0.01%
+110
548
– –
0
549
$0 ﹤0.01%
+12
550
$0 ﹤0.01%
+1
20 21
22
23 24