TFF
The Family Firm Portfolio holdings
AUM
$415M
This Quarter Return
+3.51%
1 Year Return
+12.42%
3 Year Return
+40.24%
5 Year Return
+64%
10 Year Return
+101.77%
AUM
$240M
AUM Growth
+$240M
(+5.8%)
Cap. Flow
+$7.48M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
127
New
9
Increased
70
Reduced
35
Closed
2
Top Buys
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$314K |
| 2 |
AGN
Allergan plc
AGN
|
$206K |
| 3 |
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
|
$180K |
| 4 |
iShares Europe ETF
IEV
|
$177K |
| 5 |
iShares Global Energy ETF
IXC
|
$132K |
Sector Composition
| 1 | Healthcare | 1.58% |
| 2 | Technology | 1.53% |
| 3 | Financials | 1.2% |
| 4 | Industrials | 1.17% |
| 5 | Energy | 1.07% |