TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 22.42%
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$496K
3
+$486K
4
T icon
AT&T
T
+$399K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$279K

Top Sells

1
+$710K
2
+$616K
3
+$516K
4
MUX icon
McEwen Inc
MUX
+$260K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$219K

Sector Composition

1 Industrials 16.52%
2 Healthcare 8.45%
3 Technology 8.07%
4 Consumer Staples 4.92%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$620K 0.8%
5,260
27
$564K 0.73%
4,435
-75
28
$530K 0.68%
10,637
-518
29
$524K 0.68%
10,061
-317
30
$497K 0.64%
6,000
31
$496K 0.64%
+26,443
32
$491K 0.63%
5,539
-820
33
$472K 0.61%
8,076
34
$457K 0.59%
13,978
35
$445K 0.57%
6,513
+212
36
$445K 0.57%
3,000
37
$418K 0.54%
2,820
+146
38
$409K 0.53%
1,912
-100
39
$409K 0.53%
1,866
-5
40
$407K 0.53%
5,685
+72
41
$403K 0.52%
3,761
-159
42
$394K 0.51%
1,800
43
$389K 0.5%
1,691
+212
44
$387K 0.5%
6,030
+178
45
$383K 0.49%
6,177
+700
46
$383K 0.49%
1,650
47
$364K 0.47%
2,619
-119
48
$360K 0.46%
1,355
-54
49
$356K 0.46%
4,121
50
$351K 0.45%
2,080
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2
3 4