TFF

The Family Firm Portfolio holdings

AUM $415M
1-Year Est. Return 12.42%
This Fund
S&P 500
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
+$194M
2
+$83.7M
3
+$23.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$19.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$17.6M

Top Sells

1
+$903K
2
+$313K
3
+$136K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$128K
5
IYG icon
iShares US Financial Services ETF
IYG
+$99K

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
451
$38.7K 0.01%
+232
452
$38.3K 0.01%
+324
453
$38.2K 0.01%
+401
454
$38.1K 0.01%
+1,378
455
$37.9K 0.01%
+174
456
$37.6K 0.01%
+4,354
457
$37.6K 0.01%
+235
458
$37.5K 0.01%
+184
459
$37.4K 0.01%
+1,962
460
$37.4K 0.01%
+343
461
$37.3K 0.01%
+478
462
$37.2K 0.01%
+213
463
$37.2K 0.01%
+728
464
$37K 0.01%
+99
465
$36.6K 0.01%
+1,870
466
$36.6K 0.01%
+580
467
$36.5K 0.01%
+185
468
$36.5K 0.01%
+316
469
$36.2K 0.01%
+833
470
$36.2K 0.01%
+1,307
471
$36.2K 0.01%
+430
472
$36K 0.01%
+183
473
$35.9K 0.01%
+313
474
$35.7K 0.01%
+295
475
$35.7K 0.01%
+1,460
17 18
19
20 21