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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.16M
3
+$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.21%
4,500
102
$223K 0.2%
1,403
-354
103
$219K 0.19%
4,335
104
$213K 0.19%
583
-107
105
$211K 0.19%
16,850
+200
106
$208K 0.18%
9,735
+3
107
$206K 0.18%
16,000
+3,200
108
$206K 0.18%
500
109
$206K 0.18%
5,300
+2,400
110
$204K 0.18%
2,056
+150
111
$203K 0.18%
1,600
112
$182K 0.16%
17,000
113
$145K 0.13%
10,100
-1,700
114
$143K 0.13%
11,500
115
$115K 0.1%
10,000
116
$112K 0.1%
10,524
117
$112K 0.1%
10,000
118
$89.6K 0.08%
12,000
119
$85.3K 0.08%
10,000
120
$50.4K 0.04%
10,000
121
$49.3K 0.04%
10,000
+2,500
122
$48.2K 0.04%
10,000
123
– –
-4,009
124
– –
-3
125
– –
-200
3 4
5
6 7