SPI
Strategic Planning Inc Portfolio holdings
AUM
$177M
1 Year Est. Return
–
AUM
$177M
AUM Growth
–
Holding
57
Top Buys
| 1 | +$18.3M | |
| 2 | +$12.3M | |
| 3 | +$9.85M | |
| 4 |
NVIDIA
NVDA
|
+$9.4M |
| 5 |
Kraft Heinz
KHC
|
+$8.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 20.8% |
| 2 | Technology | 19.54% |
| 3 | Consumer Staples | 15.81% |
| 4 | Utilities | 10.45% |
| 5 | Healthcare | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Aramark
ARMK
$10.2B
| $271K | 0.15% |
+7,861
|
|
||
52
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $268K | 0.15% |
+8,052
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| $267K | 0.15% |
+502
|
|
||
|
FAC
54
DELISTED
First Acceptance Corp.
FAC
| $243K | 0.14% |
+64,929
|
|
||
55
Meta Platforms (Facebook)
META
$1.8T
| $234K | 0.13% |
+406
|
|
||
56
Viasat
VSAT
$4.79B
| $179K | 0.1% |
+17,225
|
|
||
57
TRX Gold Corp
TRX
$205M
| $102K | 0.06% |
+329,133
|
|