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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$8.3M
3
+$7.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.96M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Financials 0.88%
3 Consumer Discretionary 0.48%
4 Communication Services 0.28%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$648K 0.64%
+8,210
27
$614K 0.61%
+17,555
28
$565K 0.56%
+3,172
29
$540K 0.53%
+3,846
30
$483K 0.48%
+2,900
31
$387K 0.38%
+6,958
32
$304K 0.3%
+3,424
33
$294K 0.29%
+914
34
$288K 0.28%
+1,859
35
$254K 0.25%
+1,721
36
$239K 0.24%
+3,498
37
$204K 0.2%
+939
1
2