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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
-3.29%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$199M
AUM Growth
-$22.2M
(-10%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-6.95%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
196
New
11
Increased
59
Reduced
83
Closed
29
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$18.3M |
| 2 |
DraftKings
DKNG
|
+$1.02M |
| 3 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
+$861K |
| 4 |
Enbridge
ENB
|
+$854K |
| 5 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$831K |
Top Sells
| 1 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.95M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$2.35M |
| 3 |
Lockheed Martin
LMT
|
+$2.18M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.1M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.08M |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Industrials | 8.55% |
| 3 | Healthcare | 5.05% |
| 4 | Consumer Discretionary | 4.04% |
| 5 | Consumer Staples | 3.26% |
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