BFP
Beacon Financial Planning Portfolio holdings
AUM
$179M
This Quarter Return
+7.19%
1 Year Return
+16.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.5M
AUM Growth
–
Cap. Flow
+$96.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.49%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$22.2M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$16M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.3M |
| 4 |
Invesco Total Return Bond ETF
GTO
|
$11.3M |
| 5 |
Invesco QQQ Trust
QQQ
|
$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.54% |
| 2 | Consumer Discretionary | 2.17% |
| 3 | Technology | 0.91% |
| 4 | Healthcare | 0.56% |
