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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

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
526
– –
-11
527
$0 ﹤0.01%
5
528
– –
-43
529
– –
0
530
$0 ﹤0.01%
2
531
– –
-57
532
– –
-31
533
$0 ﹤0.01%
3
534
– –
0
535
$0 ﹤0.01%
10
536
– –
0
537
$0 ﹤0.01%
+1
538
– –
0
539
– –
0
540
– –
-75
541
– –
-20
542
– –
-3,000
543
$0 ﹤0.01%
5
544
$0 ﹤0.01%
20
545
– –
0
546
– –
-455
547
– –
-1,000
548
– –
-48
549
– –
-18
550
$0 ﹤0.01%
1
20 21
22
23 24