Portfolio (Quarterly)
Guide ↗
FFT WEALTH MANAGEMENT LLC
· CIK 0001653199| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NVDA | NVIDIA CORPORATION | Technology | 4,527.0 | $790K | 0.14% | +45.0 | +1.0% | $174.41 | +22.6% |
| 22 | TDTT | FLEXSHARES TR | — | 29,361.0 | $712K | 0.13% | +6K | +25.8% | $24.24 | -0.1% |
| 23 | VOO | VANGUARD INDEX FDS | — | 1,082.0 | $646K | 0.12% | +138.0 | +14.6% | $597.48 | +15.4% |
| 24 | ABT | ABBOTT LABORATORIES | Healthcare | 2,261.0 | $232K | 0.04% | +61.0 | +2.8% | $102.67 | -15.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.5%
Communication Services
15.7%
Energy
14.1%
Technology
10.3%
Industrials
7.7%
Consumer Cyclical
5.5%
Basic Materials
2.0%
Healthcare
1.9%
Real Estate
1.8%
Consumer Defensive
0.4%