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
76
$402K 0.39%
3,139
77
$394K 0.38%
18,800
78
$389K 0.38%
1,755
79
$389K 0.38%
14,669
80
$382K 0.37%
32,324
81
$379K 0.37%
1,267
82
$373K 0.36%
4,400
83
$363K 0.35%
2,646
84
$355K 0.35%
9,750
85
$332K 0.32%
3,500
86
$322K 0.31%
3,246
87
$318K 0.31%
4,101
88
$313K 0.31%
5,614
89
$307K 0.3%
2,358
90
$291K 0.28%
1,308
91
$291K 0.28%
14,929
92
$291K 0.28%
810
93
$285K 0.28%
785
94
$283K 0.28%
2,554
95
$281K 0.27%
3,935
96
$277K 0.27%
1,215
97
$274K 0.27%
6,655
98
$264K 0.26%
1,900
99
$256K 0.25%
2,209
100
$255K 0.25%
4,500
2 3
4
5 6