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
$278M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$1.57M
3 +$1.04M
4
GLD icon
SPDR Gold Trust
GLD
+$843K
5
BGLD icon
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
+$778K

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
IUS icon
151
Invesco RAFI Strategic US ETF
IUS
$665M
-8,294
IUSB icon
152
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
-4,578
PCY icon
153
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
-11,265