FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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
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
– –
-4,009
132
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-500
133
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-1,000
134
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-1,130
135
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-12
136
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-5,000
137
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-350
138
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-3,800
139
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-1,936
140
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-750
141
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-6,062
142
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-3,000
143
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-167
144
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-1
145
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-1
146
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-2
147
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0
148
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-7,397
149
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-500
150
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0
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