TCFP

Treasure Coast Financial Planning Portfolio holdings

AUM $172M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$652K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$1.06M
3
+$741K
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$429K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$332K

Top Sells

1
+$7.62M
2
+$7.05M
3
+$1.87M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$1.27M
5
EMTL icon
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
+$397K

Sector Composition

1 Technology 1.04%
2 Energy 0.52%
3 Consumer Discretionary 0.49%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$423K 0.3%
1,126
27
$326K 0.23%
2,083
+3
28
$303K 0.21%
14,175
+2,400
29
$248K 0.17%
6,119
30
$224K 0.16%
4,725
-261
31
– –
-3,871
32
– –
-368,870
1
2