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
$380M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Sells

1 +$984K
2 +$572K
3 +$350K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$295K

Sector Composition

1 Technology 2.9%
2 Healthcare 1.17%
3 Financials 0.94%
4 Consumer Discretionary 0.77%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.05%
+263
177
$201K 0.05%
+492
178
$201K 0.05%
+2,515
179
-4,198
180
-2,163
181
-10,215
182
-3,408