TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$720K
3
+$586K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$510K
5
TSLA icon
Tesla
TSLA
+$496K

Top Sells

1
+$2.73M
2
+$1.23M
3
+$1.02M
4
DKNG icon
DraftKings
DKNG
+$634K
5
XYZ
Block Inc
XYZ
+$426K

Sector Composition

1 Technology 12.19%
2 Industrials 10.94%
3 Healthcare 8.31%
4 Consumer Staples 7.35%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$93K 0.08%
13,577
127
$54K 0.04%
3,655
128
– –
-1,599
129
– –
-996
130
– –
-1,848
131
– –
-1,600
132
– –
-1,502
133
– –
-2,831
134
– –
-3,000
135
– –
-2,995
136
– –
-2,582
137
– –
-32,565
138
– –
-1,011
139
– –
-1,955
140
– –
-8,231
141
– –
-4,795
142
– –
-4,873
143
– –
-3,766
144
– –
-3,138
145
– –
-6,442
146
– –
-8,518
147
– –
-3,749
148
– –
-1,529
2 3 4 5
6