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
$356M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$309K
2 +$247K
3 +$194K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$178K
5
TAN icon
Invesco Solar ETF
TAN
+$158K

Top Sells

1 +$1.21M
2 +$1.02M
3 +$876K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$656K
5
AMZN icon
Amazon
AMZN
+$483K

Sector Composition

1 Technology 4%
2 Healthcare 1.43%
3 Financials 1.4%
4 Consumer Staples 1.06%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,167
177
-2,269
178
-2,719
179
-4,062
180
-6,213
181
-3,172
182
-2,944
183
-2,441
184
-6,236