FFP
Frisco Financial Planning Portfolio holdings
AUM
$121M
1-Year Est. Return
10.57%
This Fund
S&P 500
1 Year Est. Return
+10.57%
AUM
$121M
AUM Growth
+$1.58M
(+1.3%)
Holding
30
Top Buys
| 1 | +$4.67M | |
| 2 | +$775K | |
| 3 | +$366K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$261K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$233K |
Top Sells
| 1 | +$3.03M | |
| 2 | +$1.82M | |
| 3 | +$117K | |
| 4 |
iShares Gold Trust
IAU
|
+$61K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$30.7K |
Sector Composition
| 1 | Consumer Discretionary | 0.12% |
| 2 | Financials | 0.05% |
| 3 | Technology | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Energy ETF
VDE
$10.5B
| $26K | 0.02% |
+150
|
|
||
27
iShares TIPS Bond ETF
TIP
$15B
| $23.2K | 0.02% |
+210
|
|
||
28
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
| $22.4K | 0.02% |
+210
|
|
||
29
iShares US Real Estate ETF
IYR
$4.58B
| $16.5K | 0.01% |
+174
|
|
||
|
30
iShares Gold Trust
IAU
$70.9B
| – | – |
-751
|
|