FFP
Forbes Financial Planning Portfolio holdings
AUM
$148M
This Quarter Return
+7.91%
1 Year Return
+13.03%
3 Year Return
+38.11%
5 Year Return
–
10 Year Return
–
AUM
$68.7M
AUM Growth
+$68.7M
(-0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
70.84%
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Utilities ETF
IDU
$1.63B
| $259K | 0.38% |
3,194
| – | – |
|
27
Southern Company
SO
$101B
| $238K | 0.35% |
3,498
| – | – |
|