HFP
Holistic Financial Partners Portfolio holdings
AUM
$228M
This Quarter Return
-1.49%
1 Year Return
+9.9%
3 Year Return
+79.71%
5 Year Return
+132.47%
10 Year Return
–
AUM
$87.4M
AUM Growth
+$87.4M
(-27%)
Cap. Flow
-$30.3M
Cap. Flow
% of AUM
-34.73%
Top 10 Holdings %
Top 10 Hldgs %
78.61%
Holding
446
New
1
Increased
14
Reduced
12
Closed
403
Top Buys
Top Sells
| 1 |
Seaboard Corp
SEB
|
$853K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$755K |
| 3 |
Procter & Gamble
PG
|
$745K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$742K |
| 5 |
Lincoln National
LNC
|
$713K |
Sector Composition
| 1 | Healthcare | 10.61% |
| 2 | Financials | 2% |
| 3 | Communication Services | 1.6% |
| 4 | Utilities | 0.61% |
| 5 | Consumer Discretionary | 0.41% |
