SP

Sequent Planning Portfolio holdings

AUM $316M
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$68.4M
2 +$8.98M
3 +$4.44M
4
NVDA icon
NVIDIA
NVDA
+$2.65M
5
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$1.32M

Sector Composition

1 Technology 3.24%
2 Consumer Discretionary 2.63%
3 Consumer Staples 1.54%
4 Energy 1.35%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0