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
601
$15.9K ﹤0.01%
+214
602
$15.9K ﹤0.01%
+73
603
$15.9K ﹤0.01%
+121
604
$15.8K ﹤0.01%
+177
605
$15.8K ﹤0.01%
+437
606
$15.7K ﹤0.01%
+411
607
$15.7K ﹤0.01%
+618
608
$15.5K ﹤0.01%
+320
609
$15.5K ﹤0.01%
+30
610
$15.5K ﹤0.01%
+142
611
$15.3K ﹤0.01%
+1,235
612
$15.3K ﹤0.01%
+12
613
$15.3K ﹤0.01%
+118
614
$15.1K ﹤0.01%
+95
615
$15.1K ﹤0.01%
+227
616
$15K ﹤0.01%
+27
617
$14.6K ﹤0.01%
+86
618
$14.5K ﹤0.01%
+268
619
$14.5K ﹤0.01%
+66
620
$14.4K ﹤0.01%
+350
621
$14.4K ﹤0.01%
+62
622
$14.4K ﹤0.01%
+187
623
$14.3K ﹤0.01%
+443
624
$14.2K ﹤0.01%
+139
625
$13.9K ﹤0.01%
+872