FP

Fiduciary Planning Portfolio holdings

AUM $329M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$2.07M
3 +$2.03M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.97M
5
TSLA icon
Tesla
TSLA
+$1.89M

Top Sells

1 +$3.64M
2 +$1.9M
3 +$1.57M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.24M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$734K

Sector Composition

1 Technology 4.93%
2 Consumer Discretionary 2.01%
3 Communication Services 1.18%
4 Industrials 1.09%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,920