HFP
Holistic Financial Partners Portfolio holdings
AUM
$228M
This Quarter Return
+12.17%
1 Year Return
+9.9%
3 Year Return
+79.71%
5 Year Return
+132.47%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+13%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
61.56%
Holding
114
New
7
Increased
41
Reduced
49
Closed
5
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.14M |
| 2 |
First Trust Managed Futures Strategy Fund
FMF
|
$374K |
| 3 |
Target
TGT
|
$283K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$283K |
| 5 |
United Parcel Service
UPS
|
$273K |
Sector Composition
| 1 | Healthcare | 24.83% |
| 2 | Technology | 6.74% |
| 3 | Consumer Discretionary | 3.93% |
| 4 | Industrials | 3.02% |
| 5 | Financials | 2.97% |
