TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.94M
3
+$1.85M
4
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$1.44M
5
C icon
Citigroup
C
+$472K

Top Sells

1
+$28.7M
2
+$5.4M
3
+$4.05M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.65M
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.53M

Sector Composition

1 Industrials 15.99%
2 Healthcare 8.43%
3 Technology 6.82%
4 Consumer Staples 4.54%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,450
77
– –
-12,867
1 2 3
4