TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
+9.92%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$228M
AUM Growth
+$28.3M
(+14%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
200
New
33
Increased
80
Reduced
68
Closed
8
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.13M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.64M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$2.49M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$2.4M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$2.38M |
Top Sells
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Industrials | 8.72% |
| 3 | Healthcare | 4.71% |
| 4 | Consumer Discretionary | 3.99% |
| 5 | Consumer Staples | 2.98% |
