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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
+4.99%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$56.2M
Cap. Flow
+$51.4M
Cap. Flow %
34.09%
Top 10 Hldgs %
33.41%
Holding
148
New
51
Increased
66
Reduced
16
Closed
3

Top Buys

1
AAPL icon
Apple
AAPL
+$3.28M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.99M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.17M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.86M

Top Sells

1
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$862K
2
VB icon
Vanguard Small-Cap ETF
VB
+$641K
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$229K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$200K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$115K

Sector Composition

1 Industrials 12.06%
2 Technology 10.79%
3 Consumer Staples 6.58%
4 Healthcare 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RCL icon
76
Royal Caribbean
RCL
$78.4B
$579K 0.38%
+6,794
New +$592K
LQD icon
77
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$578K 0.38%
+4,301
New +$567K
PTNQ icon
78
Pacer Trendpilot 100 ETF
PTNQ
$1.26B
$566K 0.38%
10,221
+410
+4% +$22.1K
RNRG icon
79
Global X Renewable Energy Producers ETF
RNRG
$30.7M
$562K 0.37%
11,540
+1,297
+13% +$61.9K
STZ icon
80
Constellation Brands
STZ
$22.5B
$548K 0.36%
2,344
+267
+13% +$62.7K
F icon
81
Ford
F
$56.5B
$535K 0.36%
35,993
+1,500
+4% +$19.9K
VMC icon
82
Vulcan Materials
VMC
$37.5B
$522K 0.35%
3,000
– –
AOA icon
83
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.21B
$518K 0.34%
7,335
+733
+11% +$51K
MDLZ icon
84
Mondelez International
MDLZ
$75.4B
$504K 0.33%
8,076
– –
SKYY icon
85
First Trust Cloud Computing ETF
SKYY
$2.85B
$498K 0.33%
4,698
+981
+26% +$98.3K
BRK.B icon
86
Berkshire Hathaway Class B
BRK.B
$1.05T
$495K 0.33%
1,780
+50
+3% +$14K
FDN icon
87
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.2B
$492K 0.33%
2,008
+361
+22% +$82.5K
VSS icon
88
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$479K 0.32%
3,513
+759
+28% +$103K
LLY icon
89
Eli Lilly
LLY
$1.03T
$477K 0.32%
2,080
– –
PYPL icon
90
PayPal
PYPL
$49B
$472K 0.31%
1,620
+112
+7% +$29.6K
CIBR icon
91
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$461K 0.31%
9,867
+2,208
+29% +$98.1K
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$118B
$458K 0.3%
6,208
+1,326
+27% +$92.9K
IWO icon
93
iShares Russell 2000 Growth ETF
IWO
$15B
$443K 0.29%
1,422
+401
+39% +$121K
ABBV icon
94
AbbVie
ABBV
$431B
$442K 0.29%
3,925
+149
+4% +$16.8K
CVX icon
95
Chevron
CVX
$362B
$440K 0.29%
4,205
+906
+27% +$95.6K
IGV icon
96
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$432K 0.29%
5,540
+680
+14% +$49.3K
HD icon
97
Home Depot
HD
$340B
$429K 0.28%
1,347
-8
-0.6% -$2.54K
XBI icon
98
State Street SPDR S&P Biotech ETF
XBI
$10.6B
$428K 0.28%
3,162
+849
+37% +$112K
AMAT icon
99
Applied Materials
AMAT
$460B
$427K 0.28%
3,000
– –
V icon
100
Visa
V
$675B
$427K 0.28%
1,825
– –
2 3
4
5 6

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