DFP
Defined Financial Planning Portfolio holdings
AUM
$121M
1-Year Est. Return
15.73%
1 Year Est. Return
+15.73%
AUM
$121M
AUM Growth
+$7.99M
(+7.1%)
Holding
76
Top Buys
| 1 | +$6.72M | |
| 2 | +$1.45M | |
| 3 | +$870K | |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
+$845K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$835K |
Top Sells
| 1 | +$3.73M | |
| 2 | +$2.73M | |
| 3 | +$1.67M | |
| 4 |
GraniteShares Gold Shares
BAR
|
+$1.38M |
| 5 |
WisdomTree US Multifactor Fund
USMF
|
+$1.3M |
Sector Composition
| 1 | Technology | 10.28% |
| 2 | Communication Services | 2.5% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 1.47% |
| 5 | Consumer Staples | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Growth ETF
VUG
$202B
| – | – |
-687
|
|