IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $174M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$730K
3
+$557K
4
URTH icon
iShares MSCI World ETF
URTH
+$408K
5
AMZN icon
Amazon
AMZN
+$238K

Top Sells

1
+$446K
2
+$320K
3
+$252K
4
BA icon
Boeing
BA
+$223K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$217K

Sector Composition

1 Technology 1.3%
2 Consumer Discretionary 1.25%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$461K 0.4%
14,165
-143
27
$417K 0.36%
1,813
-105
28
$394K 0.34%
3,787
-413
29
$382K 0.33%
15,071
-487
30
$303K 0.26%
1,864
31
$263K 0.23%
2,853
-149
32
$238K 0.21%
+1,825
33
$229K 0.2%
10,251
+3
34
$213K 0.18%
6,182
-133
35
$206K 0.18%
5,069
-382
36
– –
-1,051
37
– –
-709
1
2