SP
Sequent Planning Portfolio holdings
AUM
$316M
1-Year Est. Return
11.16%
1 Year Est. Return
+11.16%
AUM
$278M
AUM Growth
+$5.28M
(+1.9%)
Holding
153
Top Buys
| 1 | +$3.82M | |
| 2 | +$1.57M | |
| 3 | +$1.04M | |
| 4 |
SPDR Gold Trust
GLD
|
+$843K |
| 5 |
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
|
+$778K |
Top Sells
| 1 | +$589K | |
| 2 | +$412K | |
| 3 | +$282K | |
| 4 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$272K |
| 5 |
Invesco High Yield Bond Factor ETF
IHYF
|
+$246K |
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Consumer Discretionary | 2.73% |
| 3 | Consumer Staples | 1.56% |
| 4 | Energy | 1.32% |
| 5 | Financials | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco RAFI Strategic US ETF
IUS
$665M
| – | – |
-8,294
|
|
||
152
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
| – | – |
-4,578
|
|
||
153
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
| – | – |
-11,265
|
|