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
76
– –
-116,650
77
– –
-24,500
78
– –
-2,065
79
– –
-1,239
1 2 3
4