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
401
$48.9K 0.01%
+310
402
$48.7K 0.01%
+950
403
$48.6K 0.01%
+1,105
404
$48.4K 0.01%
+750
405
$48.3K 0.01%
+87
406
$48K 0.01%
+626
407
$47.9K 0.01%
+186
408
$47.9K 0.01%
+544
409
$47.9K 0.01%
+720
410
$47.7K 0.01%
+708
411
$47.5K 0.01%
5,324
-5,324
412
$47K 0.01%
+190
413
$46.7K 0.01%
+161
414
$46.7K 0.01%
+687
415
$46.4K 0.01%
+422
416
$46.1K 0.01%
+617
417
$45.9K 0.01%
+989
418
$45.9K 0.01%
+147
419
$45.8K 0.01%
+2,695
420
$45.4K 0.01%
+710
421
$45.1K 0.01%
+201
422
$45K 0.01%
+200
423
$44.7K 0.01%
+499
424
$44.5K 0.01%
+1,846
425
$44.2K 0.01%
+909