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
$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
+$16.7M
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
1
$4.95M 4.83%
89,104
2
$4.2M 4.1%
56,269
3
$3.54M 3.45%
23,141
4
$3.18M 3.1%
7,655
5
$3.12M 3.04%
169,846
6
$2.07M 2.02%
19,886
7
$2.04M 1.99%
42,524
8
$2.01M 1.96%
38,255
9
$1.85M 1.81%
11,428
10
$1.82M 1.78%
88,562
11
$1.8M 1.75%
23,026
12
$1.78M 1.74%
10,220
13
$1.74M 1.69%
20,836
14
$1.59M 1.56%
11,420
15
$1.59M 1.55%
35,058
16
$1.52M 1.49%
19,908
17
$1.44M 1.4%
64,366
18
$1.43M 1.39%
79,566
19
$1.41M 1.37%
8,688
20
$1.41M 1.37%
35,291
21
$1.4M 1.36%
34,670
22
$1.36M 1.33%
35,284
23
$1.34M 1.3%
13,341
24
$1.29M 1.26%
23,279
25
$1.29M 1.26%
11,928
1
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