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
$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
126
– –
-5,500
127
– –
-385
128
– –
-100
129
– –
-500
130
– –
-2,000
131
– –
-2,198
132
– –
-49
133
– –
-295
134
– –
-3,799
135
– –
-65
136
– –
-2,000
137
– –
-180
138
– –
-46
139
– –
-45
140
– –
-473
141
– –
-100
142
– –
-120
143
– –
-300
144
– –
-100
145
– –
-700
146
– –
-744
147
– –
-1,050
148
– –
-24
149
– –
-3,739
150
– –
-873
4 5
6
7 8