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
$104M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$48.6K
2
+$32.6K
3
+$32.1K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$24.4K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.5K

Top Sells

1
+$582K
2
+$402K
3
+$240K
4
SO icon
Southern Company
SO
+$237K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$151K

Sector Composition

1 Technology 4.89%
2 Consumer Discretionary 0.36%
3 Financials 0.21%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$259K 0.25%
914
27
$255K 0.25%
3,115
-49
28
$215K 0.21%
904
29
– –
-11,800
30
– –
-3,404
1
2