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OFP
OFC Financial Planning Portfolio holdings
AUM
$102M
1-Year Est. Return
20.06%
This Fund
S&P 500
1 Year Est. Return
+20.06%
AUM
$102M
AUM Growth
-$3.57M
(-3.4%)
Holding
56
Top Buys
| 1 | +$154K | |
| 2 | +$55.7K | |
| 3 | +$49.7K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.83K |
| 5 |
Amazon
AMZN
|
+$440 |
Top Sells
| 1 | +$371K | |
| 2 | +$250K | |
| 3 | +$96.9K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$60K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$49.2K |
Sector Composition
| 1 | Technology | 23.43% |
| 2 | Industrials | 2.48% |
| 3 | Materials | 1.25% |
| 4 | Financials | 1.24% |
| 5 | Consumer Discretionary | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sprott Physical Gold
PHYS
$14.4B
| $216K | 0.21% |
6,084
|
|
||
52
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.75B
| $215K | 0.21% |
2,248
|
|
||
53
IBM
IBM
$243B
| $208K | 0.2% |
857
|
|
||
54
Vanguard ESG US Stock ETF
ESGV
$12.9B
| $204K | 0.2% |
1,816
|
|
||
55
iShares TIPS Bond ETF
TIP
$14.9B
| $203K | 0.2% |
1,840
|
|
||
56
Adobe
ADBE
$76.9B
| – | – |
-713
|
|