FP
Fiduciary Planning Portfolio holdings
AUM
$331M
1-Year Est. Return
19.25%
This Fund
S&P 500
1 Year Est. Return
+19.25%
AUM
$331M
AUM Growth
+$1.61M
(+0.49%)
Holding
80
Top Buys
| 1 | +$8.54M | |
| 2 | +$1.23M | |
| 3 | +$891K | |
| 4 |
iShares US Insurance ETF
IAK
|
+$800K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$727K |
Top Sells
| 1 | +$4.23M | |
| 2 | +$583K | |
| 3 | +$459K | |
| 4 |
Snowflake
SNOW
|
+$351K |
| 5 |
Eos Energy Enterprises
EOSE
|
+$294K |
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Consumer Discretionary | 1.94% |
| 3 | Communication Services | 1.22% |
| 4 | Financials | 0.97% |
| 5 | Industrials | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Iris Energy
IREN
$22.7B
| $200K | 0.06% |
+5,842
|
|
||
77
Visa
V
$621B
| – | – |
-660
|
|
||
78
Copart
CPRT
$30.3B
| – | – |
-7,351
|
|
||
79
McDonald's
MCD
$198B
| – | – |
-665
|
|
||
|
80
Snowflake
SNOW
$88.6B
| – | – |
-1,599
|
|