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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
$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
+$640K
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
126
$172K 0.17%
15,412
127
$140K 0.14%
10,800
128
$124K 0.12%
14,723
129
$87K 0.08%
10,500
130
$47K 0.05%
10,500
131
– –
-5,000
132
– –
-1,130
133
– –
-12
134
– –
-5,000
135
– –
-7,397
136
– –
0
137
– –
-90
138
– –
-230
139
– –
-1,000
140
– –
-501
141
– –
-1,000
142
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0
143
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-100
144
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-700
145
– –
-2,738
146
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-228
147
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-5,589
148
– –
-500
149
– –
-750
150
– –
0
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6
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