TFF

The Family Firm Portfolio holdings

AUM $415M
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$48M
2 +$11.9M
3 +$11.6M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.73M

Top Sells

1 +$922K
2 +$314K
3 +$137K
4
MPC icon
Marathon Petroleum
MPC
+$127K
5
IYG icon
iShares US Financial Services ETF
IYG
+$99.4K

Sector Composition

1 Technology 5.86%
2 Financials 2.63%
3 Healthcare 2.39%
4 Industrials 1.68%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$75.2K 0.02%
+1,406
327
$75.1K 0.02%
+3,819
328
$74.1K 0.02%
+427
329
$73.4K 0.02%
+1,702
330
$73.3K 0.02%
+1,120
331
$72.6K 0.02%
+2,634
332
$72.4K 0.02%
+1,176
333
$71.1K 0.02%
+551
334
$70.9K 0.02%
+1,023
335
$70.4K 0.02%
+785
336
$70.1K 0.02%
+93
337
$69.9K 0.02%
+900
338
$69.7K 0.02%
+352
339
$69.6K 0.02%
+149
340
$69.2K 0.02%
+586
341
$68.8K 0.02%
+1,133
342
$68.7K 0.02%
+555
343
$68.3K 0.02%
+2,560
344
$67.8K 0.02%
+1,431
345
$67.8K 0.02%
+789
346
$67.4K 0.02%
+911
347
$66.8K 0.01%
+2,190
348
$66.7K 0.01%
+1,156
349
$66.2K 0.01%
+841
350
$65.8K 0.01%
+258