TP

Trailhead Planners Portfolio holdings

AUM $102M
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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.44M
3 +$9.15M
4
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$8.07M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$6.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Energy 1.1%
3 Financials 0.67%
4 Communication Services 0.39%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.07T
$207K 0.2%
+411