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
$107M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$772K
3
+$690K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$680K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$356K

Top Sells

1
+$432K
2
+$212K
3
+$112K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.9K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$23K

Sector Composition

1 Technology 4.55%
2 Healthcare 0.42%
3 Consumer Discretionary 0.41%
4 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$284K 0.26%
914
27
$272K 0.25%
3,399
+284
28
$235K 0.22%
904
29
$202K 0.19%
+2,579
1
2