CPP
Capasso Planning Partners Portfolio holdings
AUM
$177M
This Quarter Return
+5.68%
1 Year Return
+11.42%
3 Year Return
+46.49%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.67%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Healthcare | 3.64% |
| 3 | Consumer Discretionary | 1.45% |
| 4 | Communication Services | 1.28% |
| 5 | Financials | 1.12% |
