EFP
Envision Financial Planning Portfolio holdings
AUM
$276M
1-Year Est. Return
10.87%
This Fund
S&P 500
1 Year Est. Return
+10.87%
AUM
$276M
AUM Growth
+$11.9M
(+4.5%)
Holding
52
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.39M | |
| 3 | +$1.3M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.13M |
| 5 |
Tesla
TSLA
|
+$953K |
Top Sells
| 1 | +$201K | |
| 2 | +$74.8K | |
| 3 | +$41.6K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$7.27K |
| 5 |
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
|
+$5.09K |
Sector Composition
| 1 | Consumer Discretionary | 0.31% |
| 2 | Technology | 0.27% |
| 3 | Materials | 0.26% |
| 4 | Healthcare | 0.1% |
| 5 | Consumer Staples | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ImmunityBio
IBRX
$7.77B
| $80.2K | 0.03% |
10,450
|
|
||
52
Dimensional US Core Equity 2 ETF
DFAC
$47B
| – | – |
-5,077
|
|