TFF
The Family Firm Portfolio holdings
AUM
$415M
1-Year Return
12.42%
This Quarter Return
+0.85%
1 Year Return
+12.42%
3 Year Return
+40.24%
5 Year Return
+64%
10 Year Return
+101.77%
AUM
$448M
AUM Growth
+$38M
(+9.3%)
Cap. Flow
+$155M
Cap. Flow
% of AUM
34.45%
Top 10 Holdings %
Top 10 Hldgs %
43.04%
Holding
892
New
694
Increased
145
Reduced
35
Closed
–
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$48M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.9M |
| 3 |
Vanguard Total Bond Market
BND
|
$11.6M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$5.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.73M |
Top Sells
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Financials | 2.63% |
| 3 | Healthcare | 2.39% |
| 4 | Industrials | 1.68% |
| 5 | Consumer Staples | 1.27% |
