TFF
The Family Firm Portfolio holdings
AUM
$415M
This Quarter Return
+0.67%
1 Year Return
+12.42%
3 Year Return
+40.24%
5 Year Return
+64%
10 Year Return
+101.77%
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.22%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$33.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$14.4M |
| 3 |
Vanguard Total Bond Market
BND
|
$10.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.3M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$9.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.37% |
| 2 | Energy | 1.95% |
| 3 | Financials | 1.29% |
| 4 | Technology | 1.13% |
| 5 | Industrials | 0.87% |
