DFP
Defined Financial Planning Portfolio holdings
AUM
$113M
This Quarter Return
+9.78%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+14%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
57.73%
Holding
95
New
18
Increased
27
Reduced
23
Closed
27
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$3.32M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.22M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$1.56M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.39M |
| 5 |
GraniteShares Gold Shares
BAR
|
$1.38M |
Top Sells
Sector Composition
| 1 | Technology | 10.39% |
| 2 | Communication Services | 2.32% |
| 3 | Consumer Discretionary | 1.85% |
| 4 | Financials | 1.53% |
| 5 | Consumer Staples | 1.14% |
