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
126
$201K 0.16%
12,000
+500
127
$196K 0.16%
2,250
-75
128
$193K 0.15%
+2,452
129
$192K 0.15%
+1,180
130
$191K 0.15%
+8,438
131
$188K 0.15%
10,000
132
$185K 0.15%
895
-65
133
$181K 0.14%
+6,003
134
$178K 0.14%
13,496
+1,770
135
$171K 0.14%
+1,229
136
$166K 0.13%
+5,520
137
$165K 0.13%
3,700
-1,500
138
$163K 0.13%
+6,076
139
$161K 0.13%
1,800
-2,050
140
$161K 0.13%
+440
141
$159K 0.13%
+623
142
$158K 0.13%
+2,185
143
$157K 0.13%
+6,000
144
$156K 0.12%
+2,000
145
$156K 0.12%
+6,982
146
$154K 0.12%
+4,960
147
$154K 0.12%
+5,644
148
$152K 0.12%
+3,000
149
$150K 0.12%
+912
150
$149K 0.12%
+700
4 5
6
7 8