DFP

Donalies Financial Planning Portfolio holdings

AUM $117M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12.3M
3 +$5.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.14M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.32%
2 Consumer Discretionary 4.37%
3 Communication Services 2.74%
4 Financials 0.44%
5 Industrials 0.33%