TFP

Townsend Financial Planning Portfolio holdings

AUM $99.9M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$11.8M
3 +$11.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.94M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$6.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$36.5B
$203K 0.2%
+2,298