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
426
$44.1K 0.01%
+709
427
$44K 0.01%
+303
428
$44K 0.01%
+524
429
$43.9K 0.01%
+1,361
430
$43.8K 0.01%
+2,580
431
$43.8K 0.01%
+669
432
$43.7K 0.01%
+825
433
$43.5K 0.01%
+336
434
$43.4K 0.01%
+313
435
$43.1K 0.01%
+411
436
$42.6K 0.01%
+283
437
$42.6K 0.01%
+1,478
438
$42.4K 0.01%
+898
439
$42.2K 0.01%
+79
440
$42.2K 0.01%
+450
441
$42.2K 0.01%
+1,175
442
$42K 0.01%
+126
443
$41.2K 0.01%
+806
444
$41K 0.01%
+397
445
$40.5K 0.01%
+380
446
$40.3K 0.01%
+2,272
447
$40.2K 0.01%
+672
448
$40.1K 0.01%
+566
449
$40K 0.01%
+466
450
$39K 0.01%
+357
16 17
18
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