QFPS
Quantum Financial Planning Services Portfolio holdings
AUM
$247M
1-Year Est. Return
12.11%
1 Year Est. Return
+12.11%
AUM
$247M
AUM Growth
+$34.8M
(+16%)
Holding
52
Top Buys
| 1 | +$18.2M | |
| 2 | +$4M | |
| 3 | +$1.36M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.27M |
| 5 |
Amazon
AMZN
|
+$639K |
Top Sells
| 1 | +$2.93M | |
| 2 | +$506K | |
| 3 | +$398K | |
| 4 |
Enterprise Products Partners
EPD
|
+$310K |
| 5 |
Plains All American Pipeline
PAA
|
+$183K |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Communication Services | 0.9% |
| 4 | Consumer Staples | 0.74% |
| 5 | Energy | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oneok
OKE
$42.9B
| – | – |
-6,200
|
|
||
|
52
Enterprise Products Partners
EPD
$65.4B
| – | – |
-10,000
|
|