HP
Holistic Planning Portfolio holdings
AUM
$349M
1-Year Return
11.19%
This Quarter Return
-1.57%
1 Year Return
+11.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$19.4M
(+7%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
8.44%
Top 10 Holdings %
Top 10 Hldgs %
47.39%
Holding
196
New
25
Increased
74
Reduced
61
Closed
6
Top Buys
| 1 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
$5.02M |
| 2 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$3.19M |
| 3 |
Strive 1000 Growth ETF
STXG
|
$2.39M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.38M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.02M |
Top Sells
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Energy | 2.32% |
| 3 | Consumer Staples | 2.25% |
| 4 | Consumer Discretionary | 1.85% |
| 5 | Communication Services | 1.46% |
