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
201
$2K ﹤0.01%
350
202
$2K ﹤0.01%
55
203
$2K ﹤0.01%
33
204
– –
0
205
$2K ﹤0.01%
6
206
$2K ﹤0.01%
67
+1
207
$1K ﹤0.01%
+46
208
$1K ﹤0.01%
135
+134
209
$1K ﹤0.01%
42
210
$1K ﹤0.01%
9
211
$1K ﹤0.01%
12
212
$1K ﹤0.01%
12
213
$1K ﹤0.01%
200
214
$1K ﹤0.01%
+42
215
$1K ﹤0.01%
5
216
$1K ﹤0.01%
+48
217
$1K ﹤0.01%
9
218
$1K ﹤0.01%
8
219
$1K ﹤0.01%
20
220
$1K ﹤0.01%
200
221
$1K ﹤0.01%
40
222
$1K ﹤0.01%
+48
223
$1K ﹤0.01%
+102
224
$1K ﹤0.01%
+96
225
$1K ﹤0.01%
49
+1
7 8
9
10 11