HFP

Holistic Financial Partners Portfolio holdings

AUM $228M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
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 +$15.8M
2 +$11.4M
3 +$10.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.22M
5
TOTL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+195
452
$0 ﹤0.01%
+5