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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$8.3M
3
+$7.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.96M
5
VXUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.43M 9.29%
+19,844
2
$8.3M 8.18%
+97,981
3
$7.34M 7.23%
+42,663
4
$6.96M 6.86%
+85,825
5
$6.04M 5.95%
+94,922
6
$5.7M 5.62%
+54,532
7
$5.57M 5.49%
+209,095
8
$5.28M 5.2%
+216,060
9
$5.11M 5.04%
+96,153
10
$4.75M 4.68%
+36,788
11
$4.7M 4.64%
+26,505
12
$4.22M 4.16%
+24,353
13
$3.41M 3.36%
+56,947
14
$3.33M 3.29%
+24,020
15
$3.2M 3.16%
+6,748
16
$3.14M 3.09%
+11,132
17
$2.09M 2.06%
+58,080
18
$1.49M 1.47%
+27,192
19
$1.44M 1.42%
+29,601
20
$1.16M 1.15%
+6,820
21
$890K 0.88%
+6,891
22
$875K 0.86%
+14,801
23
$845K 0.83%
+11,359
24
$691K 0.68%
+11,800
25
$674K 0.66%
+2,004
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