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CPP

Capasso Planning Partners Portfolio holdings

AUM $185M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$612K
3
+$592K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$583K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$510K

Top Sells

1
+$10.9M
2
+$2.63M
3
+$2.06M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$978K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$832K

Sector Composition

1 Technology 4.19%
2 Financials 1.77%
3 Healthcare 1.5%
4 Consumer Discretionary 0.52%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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