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FFP
Forbes Financial Planning Portfolio holdings
AUM
$186M
1-Year Est. Return
16.8%
This Fund
S&P 500
This Quarter
Est. Return
+5.39%
1 Year Est. Return
+16.8%
3 Year Est. Return
+46.74%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
98.69%
Top 10 Holdings %
Top 10 Hldgs %
63.54%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.15M |
| 2 |
Vanguard Total Bond Market
BND
|
+$8.35M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$7.03M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$7.01M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$6.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.3% |
| 2 | Financials | 0.88% |
| 3 | Consumer Discretionary | 0.48% |
| 4 | Communication Services | 0.28% |
| 5 | Utilities | 0.24% |
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BGA
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SVBP
Forbes Financial Planning's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Forbes Financial Planning, which disclosed 37 positions worth $101M. Its ten largest holdings account for 64% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 19,844 shares worth $9.43M.
By sector, the portfolio is most concentrated in Technology at 5.3% of assets, followed by Financials and Consumer Discretionary.
- Forbes Financial Planning's largest Q4 2021 buy was iShares Core S&P 500 ETF: 19,844 shares worth $9.43M.
- Forbes Financial Planning's ten largest holdings make up 64% of its $101M portfolio in Q4 2021.
- Forbes Financial Planning disclosed 37 positions in Q4 2021, its first 13F filing on record.
Based on Forbes Financial Planning's 13F filing for Q4 2021, filed 18 Feb 2022.