FPFC
Financial Planning Fort Collins Portfolio holdings
AUM
$114M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$114M
AUM Growth
–
Holding
29
Top Buys
| 1 | +$25.3M | |
| 2 | +$21.2M | |
| 3 | +$11.7M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$10.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.16% |
| 2 | Healthcare | 0.84% |
| 3 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$994B
| $238K | 0.21% |
+2,133
|
|
||
27
iShares Global Clean Energy ETF
ICLN
$2.11B
| $232K | 0.2% |
+14,099
|
|
||
28
Nuveen ESG Small-Cap ETF
NUSC
$1.22B
| $226K | 0.2% |
+5,051
|
|
||
29
Nuveen Short-Term REIT ETF
NURE
$32.3M
| $219K | 0.19% |
+7,786
|
|