FFP

Forbes Financial Planning Portfolio holdings

AUM $151M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$276K
3
+$254K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$180K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$166K

Top Sells

1
+$6.05M
2
+$328K
3
+$225K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$129K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$125K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.42%
3 Consumer Staples 0.37%
4 Financials 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
26
Philip Morris
PM
$225B
$555K 0.37%
3,423
-188
PLTR icon
27
Palantir
PLTR
$476B
$424K 0.28%
2,325
-140
VUG icon
28
Vanguard Growth ETF
VUG
$203B
$421K 0.28%
877
IDU icon
29
iShares US Utilities ETF
IDU
$1.65B
$346K 0.23%
3,117
-47
V icon
30
Visa
V
$659B
$292K 0.19%
854
-50
HIMS icon
31
Hims & Hers Health
HIMS
$10.3B
$274K 0.18%
4,828
SO icon
32
Southern Company
SO
$104B
$228K 0.15%
2,404
MO icon
33
Altria Group
MO
$94.6B
– –
-5,600
AAPL icon
34
Apple
AAPL
$4T
– –
-29,478
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