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
$98.7M
AUM Growth
+$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.07M
3
+$1.79M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.53M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.51M

Top Sells

1
+$2.84M
2
+$2.21M
3
+$2.11M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$2.08M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.05M

Sector Composition

1 Technology 9.64%
2 Consumer Discretionary 2.54%
3 Consumer Staples 2.47%
4 Financials 2.05%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$174K 0.18%
+12,780
77
$153K 0.15%
11,070
78
– –
-2,300
79
– –
-93,190
80
– –
-42,441
81
– –
-1,044
82
– –
-2,062
83
– –
-17,220
84
– –
-2,273
85
– –
-1,673
86
– –
-5,901
87
– –
-50,915
88
– –
-721
89
– –
-2,270
90
– –
-9,824
91
– –
-4,611
92
– –
-1,144
1 2 3
4