BFP
Beacon Financial Planning Portfolio holdings
AUM
$258M
1-Year Est. Return
16.1%
This Fund
S&P 500
1 Year Est. Return
+16.1%
AUM
$258M
AUM Growth
+$50.8M
(+25%)
Holding
76
Top Buys
| 1 | +$4.56M | |
| 2 | +$4.23M | |
| 3 | +$3.82M | |
| 4 |
Welltower
WELL
|
+$2.49M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.14M |
Sector Composition
| 1 | Financials | 8.24% |
| 2 | Real Estate | 3.26% |
| 3 | Consumer Discretionary | 2.88% |
| 4 | Technology | 2.25% |
| 5 | Healthcare | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$433M
| $203K | 0.08% |
+9,168
|
|