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
726
$5.99K ﹤0.01%
+192
727
$5.87K ﹤0.01%
+198
728
$5.79K ﹤0.01%
+15
729
$5.76K ﹤0.01%
+195
730
$5.72K ﹤0.01%
+78
731
$5.71K ﹤0.01%
+149
732
$5.7K ﹤0.01%
+41
733
$5.59K ﹤0.01%
+64
734
$5.33K ﹤0.01%
+501
735
$5.21K ﹤0.01%
+26
736
$4.96K ﹤0.01%
+249
737
$4.96K ﹤0.01%
+108
738
$4.94K ﹤0.01%
+51
739
$4.87K ﹤0.01%
+165
740
$4.87K ﹤0.01%
+398
741
$4.84K ﹤0.01%
+70
742
$4.8K ﹤0.01%
+45
743
$4.79K ﹤0.01%
+60
744
$4.61K ﹤0.01%
+215
745
$4.54K ﹤0.01%
+22
746
$4.53K ﹤0.01%
+191
747
$4.52K ﹤0.01%
+153
748
$4.48K ﹤0.01%
+30
749
$4.46K ﹤0.01%
+84
750
$4.45K ﹤0.01%
+2,392