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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.25%
5,500
77
$387K 0.24%
7,900
+1,200
78
$376K 0.24%
4,112
-25
79
$368K 0.23%
5,402
+7
80
$346K 0.22%
520
81
$340K 0.21%
676
-300
82
$330K 0.21%
12,500
-2,000
83
$323K 0.2%
875
84
$321K 0.2%
11,335
+35
85
$313K 0.2%
5,440
-863
86
$312K 0.2%
16,700
-1,000
87
$300K 0.19%
6,816
-20
88
$299K 0.19%
8,900
-250
89
$297K 0.19%
3,687
90
$294K 0.19%
2,452
91
$291K 0.18%
888
92
$287K 0.18%
2,899
93
$283K 0.18%
6,703
94
$282K 0.18%
4,122
95
$277K 0.17%
1,175
96
$268K 0.17%
4,058
97
$264K 0.17%
+11,750
98
$263K 0.17%
10,600
-500
99
$261K 0.16%
2,277
-99
100
$259K 0.16%
18,000
+2,000
2 3
4
5 6