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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.15M
3
+$1.58M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.47M
5
LLY icon
Eli Lilly
LLY
+$1.2M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$754K

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
– –
-300
127
– –
-1,000
128
– –
-6,400
129
– –
-259
130
– –
-1,000
131
– –
-75
132
– –
-800
133
– –
-1,180
134
– –
-1,000
135
– –
-5,000
136
– –
-327
137
– –
-1,130
138
– –
-12
139
– –
-70
140
– –
-6,000
141
– –
-50
142
– –
-340
143
– –
-180,866
144
– –
-3,900
145
– –
-2,058
146
– –
-1,000
147
– –
-1,500
148
– –
-3,000
149
– –
-1,543
150
– –
-200
4 5
6
7 8