We are live on ! Find out more
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
151
– –
-2,774
152
– –
-400
153
– –
-3,380
154
– –
-1,000
155
– –
-581
156
– –
-1,210
157
– –
-1,000
158
– –
-589
159
– –
-1,652
160
– –
-300
161
– –
-343
162
– –
-770
163
– –
-3,000
164
– –
-500
165
– –
-868
166
– –
-3,000
167
– –
-100
168
– –
-500
169
– –
-1,000
170
– –
-630
171
– –
-1,000
172
– –
-806
173
– –
-5
174
– –
-486
175
– –
-1,200
5 6
7
8 9