FFP
Forbes Financial Planning Portfolio holdings
AUM
$148M
This Quarter Return
+5.39%
1 Year Return
+13.03%
3 Year Return
+38.11%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.54%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.43M |
| 2 |
Vanguard Total Bond Market
BND
|
$8.3M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$7.34M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.96M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$6.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.3% |
| 2 | Financials | 0.88% |
| 3 | Consumer Discretionary | 0.48% |
| 4 | Communication Services | 0.28% |
| 5 | Utilities | 0.24% |
