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
$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
+$16.7M
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
51
$688K 0.67%
13,300
52
$674K 0.66%
6,217
53
$661K 0.65%
39,116
54
$656K 0.64%
36,300
55
$645K 0.63%
14,900
56
$639K 0.62%
2,073
57
$633K 0.62%
158,544
58
$614K 0.6%
4,501
59
$606K 0.59%
6,716
60
$552K 0.54%
23,371
-7,572
61
$545K 0.53%
18,813
62
$542K 0.53%
1,304
63
$533K 0.52%
7,296
64
$532K 0.52%
10,269
65
$505K 0.49%
15,446
66
$489K 0.48%
2,924
67
$463K 0.45%
1,021
68
$455K 0.44%
4,050
69
$454K 0.44%
31,250
70
$413K 0.4%
9,180
71
$412K 0.4%
6,760
72
$410K 0.4%
1,242
73
$409K 0.4%
21,618
74
$408K 0.4%
1,155
75
$407K 0.4%
1,832
1 2
3
4 5