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
501
$30.7K 0.01%
+206
502
$30.5K 0.01%
+347
503
$30.1K 0.01%
+172
504
$30.1K 0.01%
+37
505
$30K 0.01%
+450
506
$30K 0.01%
+394
507
$29.9K 0.01%
+78
508
$29.5K 0.01%
+216
509
$29.4K 0.01%
+510
510
$29.3K 0.01%
+143
511
$29.3K 0.01%
+722
512
$28.8K 0.01%
+415
513
$28.6K 0.01%
+492
514
$28.1K 0.01%
+1,877
515
$28.1K 0.01%
+432
516
$28K 0.01%
+1,777
517
$27.4K 0.01%
+553
518
$27.3K 0.01%
+557
519
$26.9K 0.01%
+100
520
$26.8K 0.01%
+134
521
$26.5K 0.01%
+731
522
$26.5K 0.01%
+616
523
$26.4K 0.01%
+422
524
$26.2K 0.01%
+3,518
525
$26.1K 0.01%
+751