FPTW

Franklin, Parlapiano, Turner & Welch Portfolio holdings

AUM $403M
1-Year Est. Return 12.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.75M
3
+$573K
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$378K
5
IBM icon
IBM
IBM
+$243K

Top Sells

1
+$1.64M
2
+$843K
3
+$249K
4
MSFT icon
Microsoft
MSFT
+$195K
5
BND icon
Vanguard Total Bond Market
BND
+$186K

Sector Composition

1 Energy 13.12%
2 Healthcare 12.31%
3 Industrials 6.64%
4 Technology 6.3%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
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