TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
This Quarter Return
+5.18%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.38%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$28.7M |
| 2 |
GE Aerospace
GE
|
$9.32M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$7.96M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.76M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$5.4M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Comstock
LODE
$117M
| $9K | 0.01% |
+20,650
| New | +$9K |
|