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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
+6.79%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$273M
AUM Growth
+$33.6M
(+14%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
6.67%
Top 10 Holdings %
Top 10 Hldgs %
29.8%
Holding
229
New
23
Increased
125
Reduced
55
Closed
9
Top Buys
| 1 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
+$2.93M |
| 2 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$1.01M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$932K |
| 4 |
Intel
INTC
|
+$758K |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
+$670K |
Top Sells
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$728K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$609K |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$478K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$329K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$289K |
Sector Composition
| 1 | Technology | 13.24% |
| 2 | Industrials | 11.77% |
| 3 | Healthcare | 5.31% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Consumer Staples | 3.4% |
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