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

Top Buys

1
+$1.36M
2
+$1.06M
3
+$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1
+$943K
2
+$906K
3
+$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

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
76
$395K 0.32%
2,519
77
$389K 0.31%
3,158
-1
78
$389K 0.31%
1,755
-1,247
79
$382K 0.31%
9,750
80
$363K 0.29%
5,740
+81
81
$360K 0.29%
6,869
+298
82
$356K 0.28%
+3,985
83
$347K 0.28%
21,233
-13,375
84
$345K 0.28%
+20,393
85
$344K 0.28%
1,145
86
$344K 0.28%
855
+46
87
$342K 0.27%
+12,989
88
$342K 0.27%
3,500
89
$320K 0.26%
2,354
-766
90
$318K 0.25%
+795
91
$313K 0.25%
1,604
+604
92
$307K 0.25%
6,650
+10
93
$302K 0.24%
17,000
94
$295K 0.24%
+1,215
95
$294K 0.24%
26,880
+783
96
$292K 0.23%
1,568
-1,657
97
$286K 0.23%
4,000
98
$283K 0.23%
17,600
+2,000
99
$275K 0.22%
+1,900
100
$272K 0.22%
3,543
-878
2 3
4
5 6