FP
Fiduciary Planning Portfolio holdings
AUM
$327M
1-Year Est. Return
17.54%
1 Year Est. Return
+17.54%
AUM
$302M
AUM Growth
-$1.2M
(-0.4%)
Holding
80
Top Buys
| 1 | +$358K | |
| 2 | +$255K | |
| 3 | +$242K | |
| 4 |
Eos Energy Enterprises
EOSE
|
+$236K |
| 5 |
Comfort Systems
FIX
|
+$214K |
Top Sells
| 1 | +$3.51M | |
| 2 | +$3.16M | |
| 3 | +$2.78M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.73M |
| 5 |
TRPA
Hartford AAA CLO ETF
TRPA
|
+$2.64M |
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Communication Services | 1.29% |
| 4 | Industrials | 1.14% |
| 5 | Financials | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Comfort Systems
FIX
$35.3B
| $214K | 0.07% |
+400
|
|
||
77
Marsh & McLennan
MMC
$89.1B
| $211K | 0.07% |
965
+3
|
|
||
78
Broadridge
BR
$27.1B
| – | – |
-1,038
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-472
|
|
||
80
Progressive
PGR
$131B
| – | – |
-1,308
|
|