FP

Fiduciary Planning Portfolio holdings

AUM $327M
1-Year Est. Return 17.54%
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.34M
3
+$1.89M
4
MGM icon
MGM Resorts International
MGM
+$1.67M
5
WYNN icon
Wynn Resorts
WYNN
+$1.57M

Top Sells

1
+$7.89M
2
+$1.54M
3
+$1.48M
4
GIS icon
General Mills
GIS
+$1.46M
5
XOM icon
Exxon Mobil
XOM
+$578K

Sector Composition

1 Consumer Discretionary 18.07%
2 Technology 13.18%
3 Industrials 10.79%
4 Healthcare 8.37%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
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178
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$5K 0.01%
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-200
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+2
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$5K 0.01%
201
-100
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$5K 0.01%
226
+224
5 6
7
8 9