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
$139M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$682K
3
+$475K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$392K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$317K

Top Sells

1
+$201K
2
+$167K
3
+$150K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$61.6K
5
IDU icon
iShares US Utilities ETF
IDU
+$61.2K

Sector Composition

1 Technology 4.24%
2 Consumer Discretionary 0.39%
3 Financials 0.18%
4 Utilities 0.16%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$377K 0.27%
982
27
$347K 0.25%
3,399
-600
28
$249K 0.18%
904
29
$217K 0.16%
+2,404
30
$207K 0.15%
641
31
– –
-2,604
1
2