We are live on
!
Find out more
TFP
Townsend Financial Planning Portfolio holdings
AUM
$103M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$103M
AUM Growth
+$3.4M
(+3.4%)
Holding
29
Top Buys
| 1 | +$1.52M | |
| 2 | +$769K | |
| 3 | +$695K | |
| 4 |
Fidelity High Yield Factor ETF
FDHY
|
+$640K |
| 5 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$513K |
Top Sells
| 1 | +$954K | |
| 2 | +$129K | |
| 3 | +$65.7K | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$21.1K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.8K |
Sector Composition
| 1 | Technology | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.69B
| $306K | 0.3% |
2,312
-154
|
|
||
27
Vanguard ESG International Stock ETF
VSGX
$6.62B
| $283K | 0.27% |
3,948
+13
|
|
||
28
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.91B
| $219K | 0.21% |
4,614
+29
|
|
||
29
Vanguard Real Estate ETF
VNQ
$37.7B
| $205K | 0.2% |
2,311
+13
|
|