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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$14.4M
3
+$10.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.3M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.11%
+3,389
102
$204K 0.11%
+4,912
103
$202K 0.11%
+2,169
104
$201K 0.1%
+7,238
105
$200K 0.1%
+3,199
106
$157K 0.08%
+11,931
107
$72K 0.04%
+720
1 2 3 4
5