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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
101
$257K 0.16%
500
102
$253K 0.16%
2,000
103
$253K 0.16%
760
104
$248K 0.16%
1,600
-100
105
$244K 0.15%
2,200
106
$241K 0.15%
5,394
-996
107
$238K 0.15%
3,416
-600
108
$236K 0.15%
3,506
+1
109
$235K 0.15%
6,935
+19
110
$234K 0.15%
8,973
+8,605
111
$224K 0.14%
1,600
112
$223K 0.14%
550
113
$215K 0.14%
4,700
114
$214K 0.13%
1,287
115
$208K 0.13%
1,772
116
$207K 0.13%
16,850
117
$198K 0.12%
3,050
118
$194K 0.12%
400
119
$193K 0.12%
1,242
+501
120
$188K 0.12%
17,000
121
$184K 0.12%
3,060
122
$183K 0.12%
+10,000
123
$183K 0.11%
1,295
+95
124
$181K 0.11%
1,117
-45
125
$180K 0.11%
18,000
3 4
5
6 7