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
$68.7M
AUM Growth
-$2.54K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.87%
2 Industrials 1.92%
3 Financials 0.75%
4 Consumer Discretionary 0.48%
5 Utilities 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$259K 0.38%
3,194
27
$238K 0.35%
3,498