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
526
$26.1K 0.01%
+2,082
527
$26.1K 0.01%
+493
528
$26K 0.01%
+633
529
$26K 0.01%
+1,390
530
$26K 0.01%
+2,290
531
$25.9K 0.01%
+364
532
$25.9K 0.01%
+509
533
$25.8K 0.01%
+1,675
534
$25.4K 0.01%
+309
535
$25.2K 0.01%
+18
536
$25K 0.01%
+30
537
$25K 0.01%
+1,001
538
$25K 0.01%
+145
539
$24.8K 0.01%
+136
540
$24.7K 0.01%
+247
541
$24.4K 0.01%
+31
542
$24.3K 0.01%
+235
543
$24.3K 0.01%
+585
544
$23.9K 0.01%
+852
545
$23.8K 0.01%
+74
546
$23.6K 0.01%
+290
547
$23.6K 0.01%
+213
548
$23.2K 0.01%
+131
549
$22.9K 0.01%
+1,178
550
$22.9K 0.01%
+74