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
$153M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.11M
3
+$878K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$474K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$418K

Top Sells

1
+$2.56M
2
+$1.17M
3
+$313K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$228K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$195K

Sector Composition

1 Technology 0.81%
2 Energy 0.57%
3 Consumer Discretionary 0.21%
4 Healthcare 0.19%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$319K 0.21%
1,817
-996
27
$319K 0.21%
14,175
28
$286K 0.19%
1,808
-275
29
$279K 0.18%
12,001
-13,492
30
$249K 0.16%
+6,634
31
$242K 0.16%
+4,028
32
$223K 0.15%
+1,114
33
$203K 0.13%
+419
34
$203K 0.13%
4,084
-641
1
2