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
676
$10K ﹤0.01%
+168
677
$9.87K ﹤0.01%
+67
678
$9.86K ﹤0.01%
+114
679
$9.79K ﹤0.01%
+138
680
$9.75K ﹤0.01%
+130
681
$9.74K ﹤0.01%
+275
682
$9.66K ﹤0.01%
+192
683
$9.66K ﹤0.01%
+141
684
$9.64K ﹤0.01%
+466
685
$9.62K ﹤0.01%
+363
686
$9.61K ﹤0.01%
+100
687
$9.39K ﹤0.01%
+90
688
$9.32K ﹤0.01%
+163
689
$9.03K ﹤0.01%
+166
690
$9K ﹤0.01%
+191
691
$8.92K ﹤0.01%
+30
692
$8.73K ﹤0.01%
+350
693
$8.7K ﹤0.01%
+91
694
$8.69K ﹤0.01%
+628
695
$8.6K ﹤0.01%
+40
696
$8.58K ﹤0.01%
+800
697
$8.56K ﹤0.01%
+81
698
$8.54K ﹤0.01%
+115
699
$8.5K ﹤0.01%
+109
700
$8.5K ﹤0.01%
+484