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
$148M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.27M
3
+$5.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.64M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$3.92M

Top Sells

1
+$8.01M
2
+$6.74M
3
+$2.8M
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$1.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.62M

Sector Composition

1 Technology 4.93%
2 Consumer Staples 0.67%
3 Consumer Discretionary 0.43%
4 Financials 0.22%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.71T
$636K 0.43%
2,900
IJT icon
27
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.21B
$610K 0.41%
4,583
-1,467
VUG icon
28
Vanguard Growth ETF
VUG
$204B
$384K 0.26%
877
-156
PLTR icon
29
Palantir
PLTR
$492B
$336K 0.23%
+2,465
IDU icon
30
iShares US Utilities ETF
IDU
$1.65B
$331K 0.22%
3,164
-235
MO icon
31
Altria Group
MO
$95.1B
$328K 0.22%
+5,600
V icon
32
Visa
V
$651B
$321K 0.22%
904
HIMS icon
33
Hims & Hers Health
HIMS
$10B
$241K 0.16%
+4,828
SO icon
34
Southern Company
SO
$103B
$221K 0.15%
2,404
AGG icon
35
iShares Core US Aggregate Bond ETF
AGG
$131B
– –
-81,025
JMUB icon
36
JPMorgan Municipal ETF
JMUB
$3.76B
– –
-4,110
XLV icon
37
Health Care Select Sector SPDR Fund
XLV
$35.6B
– –
-11,100
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