SLFPAM
St. Louis Financial Planners Asset Management Portfolio holdings
AUM
$176M
1-Year Est. Return
33.26%
This Fund
S&P 500
1 Year Est. Return
+33.26%
AUM
$163M
AUM Growth
+$7.6M
(+4.9%)
Holding
52
Top Buys
| 1 | +$11.9M | |
| 2 | +$3.81M | |
| 3 | +$3.75M | |
| 4 |
AT&T
T
|
+$3.49M |
| 5 |
Netflix
NFLX
|
+$3.14M |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Communication Services | 13.06% |
| 3 | Healthcare | 10.22% |
| 4 | Financials | 7.14% |
| 5 | Energy | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AGNC Investment
AGNC
$12.6B
| – | – |
-11,132
|
|
||
52
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
| – | – |
-28,484
|
|