APFP

Action Point Financial Planning Portfolio holdings

AUM $112M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$11M
3 +$8.9M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.06M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.04%
2 Industrials 0.43%
3 Financials 0.27%