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
$206M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$2.27M
3
+$1.76M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$789K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$678K

Top Sells

1
+$5.06M
2
+$3.73M
3
+$2.22M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.69M

Sector Composition

1 Technology 36.88%
2 Consumer Discretionary 0.31%
3 Financials 0.14%
4 Healthcare 0%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$636K 0.31%
2,900
27
$544K 0.26%
+19,761
28
$400K 0.19%
974
-8
29
$327K 0.16%
3,399
30
$286K 0.14%
904
31
$209K 0.1%
+2,765
32
– –
-641
33
– –
-2,404
34
– –
-6,234
1
2