FOFP
Fee-Only Financial Planning Portfolio holdings
AUM
$162M
This Quarter Return
+10.11%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+10%)
Cap. Flow
+$1.06M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
86.91%
Holding
43
New
2
Increased
13
Reduced
2
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$292K |
| 2 |
Vanguard Growth ETF
VUG
|
$247K |
| 3 |
GE Vernova
GEV
|
$240K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$199K |
| 5 |
Vanguard Value ETF
VTV
|
$160K |
Top Sells
| 1 |
ICF International
ICFI
|
$252K |
| 2 |
Consolidated Edison
ED
|
$204K |
| 3 |
Exxon Mobil
XOM
|
$21.6K |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.42K |
Sector Composition
| 1 | Financials | 1.57% |
| 2 | Consumer Staples | 1.53% |
| 3 | Technology | 1.04% |
| 4 | Utilities | 0.77% |
| 5 | Communication Services | 0.66% |
