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
$96.4M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.72M
3
+$1.23M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$485K
5
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$226K

Top Sells

1
+$992K
2
+$483K
3
+$482K
4
WFC icon
Wells Fargo
WFC
+$375K
5
TTE icon
TotalEnergies
TTE
+$340K

Sector Composition

1 Healthcare 13.39%
2 Technology 3.09%
3 Consumer Staples 2.48%
4 Communication Services 2.43%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
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