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
$60.6M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.72M
3 +$1.59M
4
GIS icon
General Mills
GIS
+$1.56M
5
MELI icon
Mercado Libre
MELI
+$1.3M

Top Sells

1 +$2.8M
2 +$1.14M
3 +$794K
4
DORM icon
Dorman Products
DORM
+$32.5K
5
MMM icon
3M
MMM
+$134

Sector Composition

1 Consumer Discretionary 13.19%
2 Technology 11.34%
3 Consumer Staples 10.71%
4 Industrials 9.48%
5 Communication Services 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+9
202
$0 ﹤0.01%
+3
203
$0 ﹤0.01%
+11
204
$0 ﹤0.01%
+1
205
$0 ﹤0.01%
+1
206
$0 ﹤0.01%
+4
207
$0 ﹤0.01%
+2
208
$0 ﹤0.01%
+1
209
0