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
351
$65.4K 0.01%
+887
352
$65K 0.01%
+947
353
$64.7K 0.01%
+426
354
$64.7K 0.01%
+247
355
$63.7K 0.01%
+3,010
356
$63.3K 0.01%
+574
357
$62.7K 0.01%
+4,416
358
$62.1K 0.01%
+615
359
$62.1K 0.01%
+679
360
$62.1K 0.01%
+362
361
$62.1K 0.01%
+458
362
$62K 0.01%
+931
363
$61.9K 0.01%
+147
364
$61.4K 0.01%
+164
365
$61.3K 0.01%
+828
366
$61.2K 0.01%
+622
367
$60.7K 0.01%
+384
368
$60.7K 0.01%
+880
369
$60.6K 0.01%
+246
370
$60.5K 0.01%
+414
371
$59.8K 0.01%
+200
372
$59.7K 0.01%
+1,216
373
$59.7K 0.01%
+2,192
374
$58.1K 0.01%
+1,594
375
$57.2K 0.01%
+556