FPH

Financial Planning Hawaii Portfolio holdings

AUM $174M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$9.95M
3 +$9.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.2%
2 Industrials 8.56%
3 Financials 6.13%
4 Communication Services 5.67%
5 Healthcare 5.12%