CP

Capital Planning Portfolio holdings

AUM $318M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.26M
2 +$3.09M
3 +$2.49M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 10.44%
2 Industrials 9.15%
3 Healthcare 1.57%
4 Consumer Discretionary 0.84%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-880