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
$66.2M
AUM Growth
-$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$2.9M
3 +$1.74M
4
MSFT icon
Microsoft
MSFT
+$512K
5
CRM icon
Salesforce
CRM
+$198K

Top Sells

1 +$5.75M
2 +$3.03M
3 +$2.46M
4
HD icon
Home Depot
HD
+$1.8M
5
PEP icon
PepsiCo
PEP
+$1.65M

Sector Composition

1 Consumer Discretionary 18.08%
2 Technology 15.15%
3 Industrials 9.81%
4 Healthcare 9.7%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8K 0.01%
+114
177
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118
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+500
179
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73
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235
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500
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59
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184
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81
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83
-41,893
187
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33
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195
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87
196
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510
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82
200
$4K 0.01%
87