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
476
$35.3K 0.01%
+469
477
$35.3K 0.01%
+143
478
$35.2K 0.01%
+282
479
$34.9K 0.01%
+1,081
480
$34.8K 0.01%
+179
481
$34.8K 0.01%
+386
482
$34.6K 0.01%
+213
483
$34.6K 0.01%
+60
484
$34.2K 0.01%
+23
485
$33.7K 0.01%
+1,053
486
$33.3K 0.01%
+307
487
$33.2K 0.01%
+451
488
$33K 0.01%
+327
489
$32.9K 0.01%
+277
490
$32.9K 0.01%
+419
491
$32.6K 0.01%
+234
492
$32.6K 0.01%
+31
493
$32.3K 0.01%
+635
494
$31.5K 0.01%
+684
495
$31.5K 0.01%
+231
496
$31.5K 0.01%
+313
497
$31.4K 0.01%
+484
498
$31.3K 0.01%
+115
499
$31.2K 0.01%
+693
500
$30.8K 0.01%
+634