FFP
Forbes Financial Planning Portfolio holdings
AUM
$171M
1-Year Est. Return
12.64%
This Fund
S&P 500
1 Year Est. Return
+12.64%
AUM
$171M
AUM Growth
+$19.8M
(+13%)
Holding
39
Top Buys
| 1 | +$8.47M | |
| 2 | +$8.04M | |
| 3 | +$7.11M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$4.48M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$4.3M |
Top Sells
| 1 | +$6.74M | |
| 2 | +$4.66M | |
| 3 | +$4.39M | |
| 4 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$3.17M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.9M |
Sector Composition
| 1 | Technology | 5.61% |
| 2 | Consumer Staples | 0.32% |
| 3 | Financials | 0.19% |
| 4 | Communication Services | 0.17% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.58B
| $576K | 0.34% |
4,080
-355
|
|
||
27
Philip Morris
PM
$283B
| $555K | 0.32% |
3,461
+38
|
|
||
28
Vanguard Growth ETF
VUG
$192B
| $428K | 0.25% |
877
|
|
||
29
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
| $427K | 0.25% |
9,132
-36,490
|
|
||
30
Palantir
PLTR
$310B
| $378K | 0.22% |
2,125
-200
|
|
||
31
Visa
V
$634B
| $317K | 0.19% |
904
+50
|
|
||
32
iShares US Utilities ETF
IDU
$1.43B
| $310K | 0.18% |
2,857
-260
|
|
||
33
Alphabet (Google) Class C
GOOG
$3.98T
| $298K | 0.17% |
+950
|
|
||
34
Amphenol
APH
$157B
| $230K | 0.13% |
+1,700
|
|
||
35
Amgen
AMGN
$198B
| $210K | 0.12% |
+641
|
|
||
36
Southern Company
SO
$100B
| $210K | 0.12% |
2,404
|
|
||
37
Amazon
AMZN
$2.38T
| – | – |
-2,900
|
|
||
38
Hims & Hers Health
HIMS
$5.32B
| – | – |
-4,828
|
|
||
39
State Street Energy Select Sector SPDR ETF
XLE
$33.1B
| – | – |
-27,270
|
|