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TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
+5.18%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow %
97.86%
Top 10 Hldgs %
66.38%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–

Top Buys

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$28.8M
2
GE icon
GE Aerospace
GE
+$8.66M
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$7.97M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.78M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.17%
2 Healthcare 5.09%
3 Technology 4.07%
4 Consumer Staples 3.33%
5 Financials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LODE icon
76
Comstock
LODE
$324M
$9K 0.01%
+2,065
New +$8.88K
1 2 3
4

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MWC
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CWA
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SWG
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SCP
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