We are live on
!
Find out more
FFP
Frisco Financial Planning Portfolio holdings
AUM
$133M
1-Year Est. Return
14.5%
This Fund
S&P 500
1 Year Est. Return
+14.5%
AUM
$133M
AUM Growth
+$11.5M
(+9.5%)
Holding
29
Top Buys
| 1 | +$1.46M | |
| 2 | +$345K | |
| 3 | +$270K | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$246K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$228K |
Top Sells
| 1 | +$594K | |
| 2 | +$447K | |
| 3 | +$364K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$310K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$139K |
Sector Composition
| 1 | Consumer Discretionary | 0.13% |
| 2 | Financials | 0.05% |
| 3 | Technology | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares TIPS Bond ETF
TIP
$14.6B
| $23K | 0.02% |
210
|
|
||
27
Vanguard Energy ETF
VDE
$9.15B
| $22.5K | 0.02% |
150
|
|
||
28
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $22.4K | 0.02% |
210
|
|
||
29
iShares US Real Estate ETF
IYR
$4.85B
| $17.8K | 0.01% |
174
|
|