TFF
The Family Firm Portfolio holdings
AUM
$415M
This Quarter Return
+2.41%
1 Year Return
+12.42%
3 Year Return
+40.24%
5 Year Return
+64%
10 Year Return
+101.77%
AUM
$188M
AUM Growth
+$188M
(+2.2%)
Cap. Flow
+$107K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
56.76%
Holding
114
New
10
Increased
35
Reduced
54
Closed
14
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.29M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.25M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.21M |
| 4 |
PDCO
Patterson Companies, Inc.
PDCO
|
$734K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$396K |
Top Sells
Sector Composition
| 1 | Healthcare | 1.88% |
| 2 | Communication Services | 1.66% |
| 3 | Energy | 1.29% |
| 4 | Industrials | 0.89% |
| 5 | Technology | 0.79% |
