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
$313M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$1.04M
3 +$791K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$367K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$286K

Top Sells

1 +$1.46M
2 +$1.22M
3 +$1.13M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$655K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$538K

Sector Composition

1 Technology 3.4%
2 Financials 2.31%
3 Healthcare 1.72%
4 Consumer Staples 1.24%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,680
177
-1,426
178
-2,634
179
-1,299
180
-4,058
181
-7,316
182
-3,837