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
151
– –
0
152
– –
-3,500
153
– –
-1,600
154
– –
-2,025
155
– –
-2,000
156
– –
-408
157
– –
-240
158
– –
-1,470
159
– –
-120
160
– –
-181
161
– –
-66
162
– –
-100
163
– –
-727
164
– –
-228
165
– –
-1,000
166
– –
-2,000
167
– –
-470
168
– –
-300
169
– –
-40
170
– –
-500
171
– –
-1,450
172
– –
-2,167
173
– –
-837
174
– –
-2,754
175
– –
-14
5 6
7
8 9