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
$102M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$4.37M
3
+$4.33M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.6M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.56M

Top Sells

1
+$5.1M
2
+$2.42M
3
+$1.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$968K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$855K

Sector Composition

1 Technology 4.72%
2 Financials 0.6%
3 Consumer Discretionary 0.29%
4 Utilities 0.23%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$300K 0.29%
2,900
27
$265K 0.26%
3,164
-30
28
$237K 0.23%
3,404
-94
29
$228K 0.22%
+914
30
$204K 0.2%
+904
31
– –
-37,752
32
– –
-9,225
33
– –
-56,265
34
– –
-6,236
35
– –
-24,505
1
2