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
101
$255K 0.25%
5,529
102
$251K 0.25%
17,000
103
$250K 0.24%
10,500
104
$249K 0.24%
10,000
105
$248K 0.24%
4,000
106
$242K 0.24%
21,499
107
$240K 0.23%
1,568
108
$238K 0.23%
16,600
109
$235K 0.23%
2,860
110
$234K 0.23%
875
111
$233K 0.23%
11,100
112
$233K 0.23%
13,002
113
$230K 0.22%
450
114
$225K 0.22%
10,744
115
$219K 0.21%
9,000
116
$218K 0.21%
8,459
117
$216K 0.21%
935
118
$207K 0.2%
458
119
$205K 0.2%
10,792
120
$205K 0.2%
1,845
121
$205K 0.2%
1,600
122
$204K 0.2%
17,470
123
$203K 0.2%
3,700
124
$203K 0.2%
4,224
125
$184K 0.18%
12,000
3 4
5
6 7