NEPPG
New England Professional Planning Group Portfolio holdings
AUM
$239M
1-Year Est. Return
16.55%
This Fund
S&P 500
1 Year Est. Return
+16.55%
AUM
$239M
AUM Growth
+$20.4M
(+9.3%)
Holding
52
Top Buys
| 1 | +$854K | |
| 2 | +$511K | |
| 3 | +$509K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$393K |
| 5 |
iShares Silver Trust
SLV
|
+$381K |
Top Sells
| 1 | +$889K | |
| 2 | +$404K | |
| 3 | +$241K | |
| 4 |
Microsoft
MSFT
|
+$236K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$222K |
Sector Composition
| 1 | Financials | 4.11% |
| 2 | Technology | 1.66% |
| 3 | Industrials | 1.01% |
| 4 | Energy | 0.49% |
| 5 | Healthcare | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Microsoft
MSFT
$2.84T
| – | – |
-456
|
|
||
52
Tesla
TSLA
$1.38T
| – | – |
-2,000
|
|