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
$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
– –
-360
127
– –
-2,000
128
– –
-1,375
129
– –
-67
130
– –
-50
131
– –
-128
132
– –
-300
133
– –
-6,000
134
– –
-50
135
– –
-340
136
– –
-180,866
137
– –
-3,900
138
– –
-2,058
139
– –
-1,000
140
– –
-1,500
141
– –
-3,000
142
– –
-1,543
143
– –
-200
144
– –
-1
145
– –
-7
146
– –
-6,825
147
– –
-500
148
– –
-500
149
– –
-170
150
– –
-200
4 5
6
7 8