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HFP

Holistic Financial Partners Portfolio holdings

AUM $269M
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.5M
3
+$9.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.12M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$6.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.5%
2 Financials 4.7%
3 Technology 3.19%
4 Communication Services 3.1%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+57
402
$4K ﹤0.01%
+179
403
$4K ﹤0.01%
+35
404
$4K ﹤0.01%
+140
405
$4K ﹤0.01%
+161
406
$4K ﹤0.01%
+64
407
$3K ﹤0.01%
+43
408
$3K ﹤0.01%
+48
409
$3K ﹤0.01%
+52
410
$3K ﹤0.01%
+52
411
$3K ﹤0.01%
+113
412
$3K ﹤0.01%
+37
413
$3K ﹤0.01%
+129
414
$3K ﹤0.01%
+201
415
$3K ﹤0.01%
+17
416
$3K ﹤0.01%
+50
417
$3K ﹤0.01%
+183
418
$3K ﹤0.01%
+75
419
$3K ﹤0.01%
+67
420
$3K ﹤0.01%
+640
421
$3K ﹤0.01%
+66
422
$3K ﹤0.01%
+49
423
$3K ﹤0.01%
+20
424
$2K ﹤0.01%
+100
425
$2K ﹤0.01%
+8
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