TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$900K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Industrials 11.71%
2 Technology 10.63%
3 Consumer Discretionary 4.47%
4 Healthcare 3.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$391K 0.09%
6,817
-410
202
$384K 0.09%
8,076
-318
203
$383K 0.09%
5,707
-243
204
$368K 0.08%
3,202
+74
205
$368K 0.08%
40,887
+18,322
206
$361K 0.08%
4,518
207
$359K 0.08%
2,160
+568
208
$359K 0.08%
1,040
-2,209
209
$354K 0.08%
5,481
-2,016
210
$347K 0.08%
1,367
+26
211
$347K 0.08%
5,557
+91
212
$344K 0.08%
+11,121
213
$342K 0.08%
4,123
214
$328K 0.08%
3,275
-238
215
$323K 0.07%
13,974
-7,180
216
$313K 0.07%
4,112
-127
217
$307K 0.07%
3,370
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218
$306K 0.07%
3,720
+101
219
$304K 0.07%
1,365
-225
220
$304K 0.07%
17,258
-139
221
$303K 0.07%
8,556
+394
222
$301K 0.07%
13,025
-75
223
$299K 0.07%
8,897
-30,170
224
$297K 0.07%
9,492
+100
225
$289K 0.07%
13,719
7 8
9
10 11