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
51
$351K 0.45%
1,500
-334
52
$298K 0.38%
4,210
+515
53
$297K 0.38%
33,793
+500
54
$279K 0.36%
3,299
+71
55
$279K 0.36%
+2,937
56
$269K 0.35%
985
+31
57
$262K 0.34%
6,395
58
$259K 0.33%
3,000
-1,132
59
$256K 0.33%
+5,761
60
$248K 0.32%
1,520
-240
61
$245K 0.32%
5,264
+21
62
$243K 0.31%
+1,727
63
$241K 0.31%
3,000
64
$234K 0.3%
5,086
-2,400
65
$233K 0.3%
+1,790
66
$232K 0.3%
5,043
-599
67
$229K 0.3%
2,070
68
$223K 0.29%
4,644
69
$212K 0.27%
694
-718
70
$210K 0.27%
5,427
-1,423
71
$207K 0.27%
1,720
72
$205K 0.26%
+1,007
73
$195K 0.25%
838
+123
74
$177K 0.23%
+1,031
75
$96K 0.12%
73,700
-6,140
1 2
3
4