FFP

Forbes Financial Planning Portfolio holdings

AUM $173M
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$263K
3
+$243K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$174K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$160K

Top Sells

1
+$6.05M
2
+$328K
3
+$217K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$130K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$122K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.42%
3 Consumer Staples 0.37%
4 Financials 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 0.37%
3,423
-188
27
$424K 0.28%
2,325
-140
28
$421K 0.28%
877
29
$346K 0.23%
3,117
-47
30
$292K 0.19%
854
-50
31
$274K 0.18%
4,828
32
$228K 0.15%
2,404
33
– –
-29,478
34
– –
-5,600
1
2