HFP

Holistic Financial Partners Portfolio holdings

AUM $276M
1-Year Est. Return 28.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$304K
3
+$260K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$237K
5
TKR icon
Timken Company
TKR
+$159K

Top Sells

1
+$786K
2
+$368K
3
+$361K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$357K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$335K

Sector Composition

1 Healthcare 32.86%
2 Technology 7.8%
3 Consumer Discretionary 3.17%
4 Financials 3.09%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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128
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129
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130
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131
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132
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133
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-2,000
134
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-5,786
2 3 4 5
6