FPN
Financial Planning Navigators Portfolio holdings
AUM
$228M
1 Year Est. Return
–
AUM
$228M
AUM Growth
+$10.3M
(+4.7%)
Holding
52
Top Buys
| 1 | +$2.23M | |
| 2 | +$1.04M | |
| 3 | +$1.02M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$968K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$569K |
Top Sells
| 1 | +$349K | |
| 2 | +$286K | |
| 3 | +$68.7K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$56.9K |
| 5 |
Wipro
WIT
|
+$45.8K |
Sector Composition
| 1 | Technology | 2.82% |
| 2 | Communication Services | 0.94% |
| 3 | Consumer Discretionary | 0.69% |
| 4 | Financials | 0.43% |
| 5 | Healthcare | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
W&T Offshore
WTI
$552M
| $37.3K | 0.02% |
10,938
+631
|
|
||
|
52
Wipro
WIT
$20.4B
| – | – |
-16,136
|
|