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
$120M
AUM Growth
+$2.46M
(+2.1%)
Holding
27
Top Buys
| 1 | +$383K | |
| 2 | +$363K | |
| 3 | +$287K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$262K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$196K |
Top Sells
| 1 | +$217K | |
| 2 | +$91.5K | |
| 3 | +$80.9K | |
| 4 |
Palantir
PLTR
|
+$55.3K |
| 5 |
Microsoft
MSFT
|
+$31.6K |
Sector Composition
| 1 | Consumer Discretionary | 0.15% |
| 2 | Financials | 0.06% |
| 3 | Technology | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $34.7K | 0.03% |
645
+12
|
|
||
|
27
Palantir
PLTR
$324B
| – | – |
-303
|
|