DFP

Defined Financial Planning Portfolio holdings

AUM $121M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.62M
3
+$7.05M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$6.3M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.64%
2 Healthcare 2.53%
3 Consumer Discretionary 2.41%
4 Consumer Staples 2.19%
5 Communication Services 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.3%
+4,447
52
$277K 0.3%
+6,992
53
$273K 0.29%
+3,078
54
$271K 0.29%
+296
55
$271K 0.29%
+2,515
56
$270K 0.29%
+2,156
57
$268K 0.29%
+455
58
$265K 0.28%
+1,590
59
$253K 0.27%
+1,925
60
$241K 0.26%
+4,611
61
$241K 0.26%
+721
62
$240K 0.26%
+1,044
63
$231K 0.25%
+965
64
$230K 0.25%
+2,062
65
$229K 0.24%
+5,915
66
$226K 0.24%
+6,000
67
$225K 0.24%
+2,165
68
$221K 0.24%
+3,163
69
$221K 0.24%
+9,824
70
$219K 0.23%
+2,423
71
$210K 0.22%
+1,144
72
$210K 0.22%
+2,273
73
$209K 0.22%
+2,270
74
$209K 0.22%
+5,449
75
$208K 0.22%
+515
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3
4