TFF
The Family Firm Portfolio holdings
AUM
$415M
This Quarter Return
-1.26%
1 Year Return
+12.42%
3 Year Return
+40.24%
5 Year Return
+64%
10 Year Return
+101.77%
AUM
$194M
AUM Growth
+$194M
(-1.1%)
Cap. Flow
+$298K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
57.12%
Holding
119
New
10
Increased
43
Reduced
46
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.06M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$819K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$725K |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$590K |
| 5 |
ConocoPhillips
COP
|
$340K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$717K |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$669K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$435K |
| 4 |
Kinder Morgan
KMI
|
$392K |
| 5 |
iShares North American Natural Resources ETF
IGE
|
$279K |
Sector Composition
| 1 | Healthcare | 1.77% |
| 2 | Energy | 1.67% |
| 3 | Technology | 1.06% |
| 4 | Financials | 0.87% |
| 5 | Industrials | 0.7% |
