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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.06M
3
+$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1
+$943K
2
+$906K
3
+$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$92K 0.07%
+3,900
202
$90K 0.07%
+220
203
$90K 0.07%
+935
204
$90K 0.07%
+3,500
205
$89K 0.07%
+9,191
206
$88K 0.07%
+500
207
$87K 0.07%
+904
208
$85K 0.07%
+6,394
209
$85K 0.07%
+1,200
210
$85K 0.07%
+3,000
211
$83K 0.07%
+1,000
212
$82K 0.07%
+1,585
213
$82K 0.07%
+4,500
214
$81K 0.06%
+2,211
215
$81K 0.06%
+2,700
216
$80K 0.06%
+576
217
$80K 0.06%
+2,000
218
$78K 0.06%
+2,000
219
$78K 0.06%
+4,009
220
$77K 0.06%
+1,102
221
$77K 0.06%
10,500
222
$76K 0.06%
+700
223
$74K 0.06%
+5,000
224
$73K 0.06%
+2,390
225
$73K 0.06%
+1,200
7 8
9
10 11