IFPG

Intrepid Financial Planning Group Portfolio holdings

AUM $262M
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$644K
2 +$496K
3 +$269K
4
CRM icon
Salesforce
CRM
+$249K
5
DKNG icon
DraftKings
DKNG
+$230K

Top Sells

1 +$1.5M
2 +$576K
3 +$517K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$418K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$301K

Sector Composition

1 Technology 8%
2 Financials 7.83%
3 Healthcare 6.79%
4 Consumer Discretionary 2.48%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,050