FFP
Forbes Financial Planning Portfolio holdings
AUM
$173M
1-Year Est. Return
13.7%
This Fund
S&P 500
1 Year Est. Return
+13.7%
AUM
$173M
AUM Growth
+$2.05M
(+1.2%)
Holding
38
Top Buys
| 1 | +$824K | |
| 2 | +$649K | |
| 3 | +$639K | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$590K |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$510K |
Top Sells
| 1 | +$2.55M | |
| 2 | +$1.02M | |
| 3 | +$281K | |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$135K |
| 5 |
Palantir
PLTR
|
+$107K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Consumer Discretionary | 0.35% |
| 3 | Consumer Staples | 0.33% |
| 4 | Financials | 0.16% |
| 5 | Communication Services | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.92T
| $604K | 0.35% |
+2,900
|
|
||
27
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.37B
| $590K | 0.34% |
4,080
|
|
||
28
Philip Morris
PM
$266B
| $572K | 0.33% |
3,461
|
|
||
29
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
| $428K | 0.25% |
9,132
|
|
||
30
Vanguard Growth ETF
VUG
$36.6B
| $383K | 0.22% |
877
|
|
||
31
iShares US Utilities ETF
IDU
$1.56B
| $340K | 0.2% |
2,931
+74
|
|
||
32
Amphenol
APH
$168B
| $303K | 0.18% |
2,300
+600
|
|
||
33
Visa
V
$611B
| $273K | 0.16% |
904
|
|
||
34
Alphabet (Google) Class C
GOOG
$4.79T
| $273K | 0.16% |
950
|
|
||
35
Southern Company
SO
$105B
| $232K | 0.13% |
2,404
|
|
||
36
Amgen
AMGN
$179B
| $226K | 0.13% |
641
|
|
||
37
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
| $219K | 0.13% |
+3,580
|
|
||
|
38
Palantir
PLTR
$329B
| $208K | 0.12% |
1,425
-700
|
|