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
$388M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Sells

1 +$1.34M
2 +$973K
3 +$502K
4
PG icon
Procter & Gamble
PG
+$472K
5
PFE icon
Pfizer
PFE
+$464K

Sector Composition

1 Technology 4.29%
2 Financials 1.59%
3 Healthcare 1.26%
4 Industrials 1.1%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$221K 0.06%
+14,748
177
$220K 0.06%
+1,176
178
$220K 0.06%
+2,439
179
$220K 0.06%
+2,729
180
$214K 0.06%
+1,258
181
$214K 0.06%
+490
182
$210K 0.05%
+543
183
$208K 0.05%
+1,441
184
$207K 0.05%
3,939
185
$206K 0.05%
+2,715
186
$203K 0.05%
+3,174
187
$201K 0.05%
+490
188
$101K 0.03%
+13,103
189
-4,795
190
-13,990