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
$102M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$640K
2
+$198K
3
+$196K
4
VICI icon
VICI Properties
VICI
+$191K
5
OHI icon
Omega Healthcare
OHI
+$187K

Sector Composition

1 Healthcare 5.22%
2 Technology 4.69%
3 Consumer Staples 4.52%
4 Communication Services 4.1%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3
177
– –
0
178
– –
-2,000
179
– –
-100
180
– –
-22
181
– –
-500
182
– –
-18
183
– –
-1,130
184
– –
-27
185
– –
-50
186
– –
-1,920
187
– –
-800
188
– –
-2,000
189
– –
-65
190
– –
-5
191
– –
-1,500
192
– –
-2,730
193
– –
-1
194
– –
-500
195
– –
-1,500
196
– –
-1,000
197
– –
-1,000
198
– –
-6,300
199
– –
0
200
– –
-1
6 7
8
9 10