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
$382M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.3M
3 +$845K
4
AMZN icon
Amazon
AMZN
+$649K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$476K

Top Sells

1 +$129M
2 +$485K
3 +$360K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$316K
5
TTD icon
Trade Desk
TTD
+$259K

Sector Composition

1 Technology 3.74%
2 Healthcare 1.44%
3 Financials 0.87%
4 Consumer Discretionary 0.84%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,025
177
-2,185
178
-698
179
-3,776
180
-1,720
181
-4,418
182
-532
183
-2,826
184
-1,584
185
-1,697