HP
Holistic Planning Portfolio holdings
AUM
$349M
This Quarter Return
+6.99%
1 Year Return
+11.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(+18%)
Cap. Flow
+$37.1M
Cap. Flow
% of AUM
10.62%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
220
New
30
Increased
134
Reduced
35
Closed
1
Top Buys
| 1 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
$3.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.16M |
| 3 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$2.32M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.69M |
| 5 |
Apple
AAPL
|
$1.42M |
Top Sells
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Consumer Staples | 2.41% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Energy | 2.18% |
| 5 | Financials | 2.12% |
