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CPP
Capasso Planning Partners Portfolio holdings
AUM
$185M
1-Year Est. Return
14.14%
This Fund
S&P 500
1 Year Est. Return
+14.14%
AUM
$185M
AUM Growth
+$3.44M
(+1.9%)
Holding
79
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.44M | |
| 3 | +$1.35M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$782K |
| 5 |
FT Vest US Equity Deep Buffer ETF December
DDEC
|
+$761K |
Top Sells
| 1 | +$2.26M | |
| 2 | +$649K | |
| 3 | +$477K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$460K |
| 5 |
Schwab High Yield Bond ETF
SCYB
|
+$269K |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Financials | 1.32% |
| 3 | Healthcare | 1.03% |
| 4 | Communication Services | 0.64% |
| 5 | Consumer Discretionary | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Chase
JPM
$887B
| – | – |
-659
|
|
||
77
Palantir
PLTR
$319B
| – | – |
-1,381
|
|
||
|
78
Schwab High Yield Bond ETF
SCYB
$2.6B
| – | – |
-10,192
|
|
||
|
79
Vanguard Total International Stock ETF
VXUS
$154B
| – | – |
-6,096
|
|