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
$201M
AUM Growth
-$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$651K
2 +$491K
3 +$352K
4
AZN icon
AstraZeneca
AZN
+$318K
5
TGT icon
Target
TGT
+$309K

Sector Composition

1 Healthcare 27.67%
2 Technology 8.77%
3 Financials 3.7%
4 Consumer Discretionary 3.44%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,712
127
-2,149
128
-1,955
129
-4,099
130
-1,981