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
$122M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$661K
3
+$540K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$433K
5
TSLA icon
Tesla
TSLA
+$408K

Top Sells

1
+$2.61M
2
+$1.23M
3
+$888K
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
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130
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134
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