HFP
Holistic Financial Partners Portfolio holdings
AUM
$269M
1-Year Est. Return
22.91%
This Fund
S&P 500
1 Year Est. Return
+22.91%
AUM
$269M
AUM Growth
-$6.73M
(-2.4%)
Holding
152
Top Buys
| 1 | +$1.16M | |
| 2 | +$976K | |
| 3 | +$800K | |
| 4 |
First Trust Multi-Strategy Alternative ETF
LALT
|
+$640K |
| 5 |
Texas Instruments
TXN
|
+$340K |
Top Sells
| 1 | +$364K | |
| 2 | +$302K | |
| 3 | +$293K | |
| 4 |
Capital One
COF
|
+$286K |
| 5 |
DTE Energy
DTE
|
+$264K |
Sector Composition
| 1 | Healthcare | 24.9% |
| 2 | Technology | 8.14% |
| 3 | Financials | 3.59% |
| 4 | Industrials | 2.7% |
| 5 | Communication Services | 2.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Thermo Fisher Scientific
TMO
$179B
| – | – |
-522
|
|
||
152
State Street Financial Select Sector SPDR ETF
XLF
$50.3B
| – | – |
-3,796
|
|