CP
Capital Planning Portfolio holdings
AUM
$318M
1-Year Est. Return
18%
1 Year Est. Return
+18%
AUM
$318M
AUM Growth
-$39.3M
(-11%)
Holding
101
Top Buys
| 1 | +$744K | |
| 2 | +$595K | |
| 3 | +$322K | |
| 4 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$246K |
| 5 |
Amphenol
APH
|
+$234K |
Top Sells
| 1 | +$8.99M | |
| 2 | +$8.9M | |
| 3 | +$6.73M | |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
+$6.64M |
| 5 |
Microsoft
MSFT
|
+$6.37M |
Sector Composition
| 1 | Technology | 11.97% |
| 2 | Industrials | 11.36% |
| 3 | Consumer Staples | 1.18% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Financials | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Johnson & Johnson
JNJ
$465B
| – | – |
-1,273
|
|