HFP
Holistic Financial Partners Portfolio holdings
AUM
$228M
This Quarter Return
+3.3%
1 Year Return
+9.9%
3 Year Return
+79.71%
5 Year Return
+132.47%
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
99.52%
Top 10 Holdings %
Top 10 Hldgs %
58.75%
Holding
452
New
443
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$15.8M |
| 2 |
Eli Lilly
LLY
|
$11.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$7.22M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$6.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.5% |
| 2 | Financials | 4.7% |
| 3 | Technology | 3.19% |
| 4 | Communication Services | 3.05% |
| 5 | Consumer Staples | 2.42% |