BFP
Beacon Financial Planning Portfolio holdings
AUM
$207M
1-Year Est. Return
17.42%
This Fund
S&P 500
1 Year Est. Return
+17.42%
AUM
$193M
AUM Growth
+$14M
(+7.8%)
Holding
54
Top Buys
| 1 | +$1.06M | |
| 2 | +$398K | |
| 3 | +$273K | |
| 4 |
Walt Disney
DIS
|
+$263K |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$262K |
Top Sells
| 1 | +$3.07M | |
| 2 | +$575K | |
| 3 | +$353K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$337K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$313K |
Sector Composition
| 1 | Financials | 10.53% |
| 2 | Consumer Discretionary | 4.18% |
| 3 | Real Estate | 2.59% |
| 4 | Technology | 2.46% |
| 5 | Healthcare | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
| $227K | 0.12% |
9,353
+45
|
|
||
52
Broadcom
AVGO
$1.51T
| $215K | 0.11% |
+651
|
|
||
53
JPMorgan Chase
JPM
$777B
| $207K | 0.11% |
+658
|
|
||
54
iShares Core MSCI Total International Stock ETF
IXUS
$52.3B
| – | – |
-39,717
|
|