CFP
Comprehensive Financial Planning Portfolio holdings
AUM
$127M
1 Year Est. Return
–
AUM
$127M
AUM Growth
+$24.2M
(+24%)
Holding
355
Top Buys
| 1 | +$1.07M | |
| 2 | +$996K | |
| 3 | +$993K | |
| 4 |
JPMorgan Active Growth ETF
JGRO
|
+$683K |
| 5 |
JPMorgan International Value ETF
JIVE
|
+$649K |
Top Sells
| 1 | +$428K | |
| 2 | +$353K | |
| 3 | +$349K | |
| 4 |
iShares Silver Trust
SLV
|
+$281K |
| 5 |
iShares US Transportation ETF
IYT
|
+$172K |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Communication Services | 6.23% |
| 3 | Consumer Discretionary | 3.33% |
| 4 | Financials | 2.57% |
| 5 | Industrials | 2.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
ZimVie
ZIMV
$536M
| – | – |
-100
|
|
||
352
Trump Media & Technology Group
DJT
$4.53B
| – | – |
-1
|
|