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Ffcm LLC

Q2 2020 Holdings

Filed 2020-08-11 | 579 holdings | $32.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$55.6K1,028,4680.2%
Consumer Staples Select Sector Spdr ETF(XLP)ETF81369Y308$57.1K973,0360.2%
Financial Select Sector Spdr ETF(XLF)ETF81369Y605$62.8K2,712,0220.2%
Boston Scientific Corp.(BSX)COM101137107$70.0K1,9870.2%
Charter Communications Inc.(CHTR)COM16119P108$81.0K1580.3%
DR Horton Inc.(DHI)COM23331A109$87.0K1,5600.3%
Cadence Design Systems Inc.(CDNS)COM127387108$93.0K9650.3%
Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$94.6K945,0540.3%
AutoNation Inc.(AN)COM05329W102$107.0K2,8460.3%
Spdr S&P Technology Select Sector ETF(XLK)ETF81369Y803$124.4K1,190,7730.4%
Cracker Barrel Old Country Store Inc.(CBRL)COM22410J106$276.0K2,4890.9%
AutoZone Inc.(AZO)COM053332102$662.0K5872.1%
Cummins Inc.(CMI)COM231021106$904.0K5,2162.8%
Costco Wholesale Corp.(COST)COM22160K105$986.0K3,2533.1%
Centene Corp.(CNC)COM15135B101$1.1M16,7783.3%
CubeSmart REIT(CUBE)REIT229663109$1.1M42,1643.5%
Blackbaud Inc.(BLKB)COM09227Q100$1.2M20,4753.6%
Akamai Technologies Inc.(AKAM)COM00971T101$1.2M11,6533.9%
Alnylam Pharmaceuticals Inc.(ALNY)COM02043Q107$1.4M9,3104.3%
Consolidated Edison Inc.(ED)COM209115104$1.4M19,4984.4%
Crown Castle International Corp. REIT(CCI)REIT22822V101$1.4M8,4004.4%
Biogen Inc.(BIIB)COM09062X103$1.5M5,5494.6%
ConocoPhillips(COP)COM20825C104$1.5M36,7964.8%
AbbVie Inc.(ABBV)COM00287Y109$1.6M16,3705.0%
Autodesk Inc.(ADSK)COM052769106$1.7M7,2785.4%
Cbre Group Inc.(CBRE)COM12504L109$1.8M38,7075.4%
Bio-Rad Laboratories Inc.(BIO)COM090572207$2.6M5,8338.2%
Cisco Systems Inc.(CSCO)COM17275R102$3.3M70,01510.1%
Adobe Inc.(ADBE)COM00724F101$5.1M11,65115.7%
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