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
$387M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$6.32M
2 +$587K
3 +$477K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$393K
5
BND icon
Vanguard Total Bond Market
BND
+$367K

Top Sells

1 +$1.01M
2 +$544K
3 +$521K
4
IBM icon
IBM
IBM
+$322K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$213K

Sector Composition

1 Technology 3.5%
2 Healthcare 1.37%
3 Consumer Discretionary 0.88%
4 Financials 0.85%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$212K 0.05%
+532
177
$209K 0.05%
263
178
$209K 0.05%
3,269
+30
179
$204K 0.05%
+698
180
$200K 0.05%
+1,720
181
-492
182
-2,378
183
-2,515