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
$116M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Sells

1 +$10.6M
2 +$2.9M
3 +$1.58M
4
CRM icon
Salesforce
CRM
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Sector Composition

1 Consumer Discretionary 8.64%
2 Technology 8.18%
3 Healthcare 4.61%
4 Industrials 3.75%
5 Financials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-89
177
-312
178
-53
179
-329
180
-28
181
-400
182
-8
183
-1,200
184
-320
185
-123
186
-110
187
-276
188
-1,074
189
-50
190
-865
191
-168
192
-774
193
-669
194
-85
195
-1,816
196
-207
197
-201
198
-118
199
-1,100
200
-1