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
576
$19.1K ﹤0.01%
+151
577
$18.7K ﹤0.01%
+734
578
$18.6K ﹤0.01%
+653
579
$18.5K ﹤0.01%
+529
580
$18.5K ﹤0.01%
+776
581
$18.5K ﹤0.01%
+29
582
$18.3K ﹤0.01%
+290
583
$18.1K ﹤0.01%
+1,600
584
$18.1K ﹤0.01%
+631
585
$18K ﹤0.01%
+37
586
$17.9K ﹤0.01%
+330
587
$17.7K ﹤0.01%
+244
588
$17.4K ﹤0.01%
+216
589
$17.3K ﹤0.01%
+1,314
590
$17.1K ﹤0.01%
+731
591
$17K ﹤0.01%
+646
592
$16.9K ﹤0.01%
+191
593
$16.7K ﹤0.01%
+642
594
$16.5K ﹤0.01%
+329
595
$16.4K ﹤0.01%
+85
596
$16.2K ﹤0.01%
+151
597
$16.1K ﹤0.01%
+206
598
$16.1K ﹤0.01%
+60
599
$16K ﹤0.01%
+831
600
$15.9K ﹤0.01%
+159