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
101
$270K 0.22%
+21,299
102
$265K 0.21%
2,554
103
$262K 0.21%
4,500
104
$257K 0.21%
10,500
105
$251K 0.2%
2,889
-1,000
106
$248K 0.2%
13,002
-156
107
$245K 0.2%
+2,056
108
$239K 0.19%
925
+50
109
$237K 0.19%
+472
110
$235K 0.19%
875
111
$232K 0.19%
+486
112
$223K 0.18%
15,061
+120
113
$217K 0.17%
4,224
114
$217K 0.17%
2,821
-85
115
$214K 0.17%
+800
116
$214K 0.17%
+1,857
117
$213K 0.17%
+6,030
118
$212K 0.17%
1,759
-325
119
$210K 0.17%
4,531
-491
120
$208K 0.17%
+1,000
121
$206K 0.16%
4,275
122
$206K 0.16%
+1,600
123
$205K 0.16%
+4,600
124
$204K 0.16%
1,925
-2,326
125
$202K 0.16%
4,326
-236
3 4
5
6 7