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
$295M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Sells

1 +$43.2M
2 +$2.88M
3 +$1.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.01M
5
MSEX icon
Middlesex Water
MSEX
+$455K

Sector Composition

1 Communication Services 1.77%
2 Technology 1.49%
3 Financials 1.08%
4 Healthcare 1.03%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,045
152
-1,055
153
-30,000
154
-2,157
155
-7,000
156
-7,853
157
-1,169
158
-3,534