FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
1-Year Return
12.24%
This Quarter Return
-13.14%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
-$18.2M
(-15%)
Cap. Flow
-$35M
Cap. Flow
% of AUM
-34.16%
Top 10 Holdings %
Top 10 Hldgs %
28.09%
Holding
559
New
–
Increased
–
Reduced
2
Closed
408
Top Buys
No buys this quarter
Top Sells
| 1 |
Amazon
AMZN
|
$16.7M |
| 2 |
Fifth Third Bancorp
FITB
|
$198K |
| 3 |
PACW
PacWest Bancorp
PACW
|
$196K |
| 4 |
VICI Properties
VICI
|
$191K |
| 5 |
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% |
