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
$152M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$435K
3
+$433K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$406K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$404K

Top Sells

1
+$3.06M
2
+$1.35M
3
+$381K
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$279K
5
FLEE icon
Franklin FTSE Europe ETF
FLEE
+$274K

Sector Composition

1 Technology 0.91%
2 Energy 0.57%
3 Consumer Staples 0.33%
4 Consumer Discretionary 0.24%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360K 0.24%
1,817
27
$319K 0.21%
14,175
28
$276K 0.18%
7,494
+860
29
$273K 0.18%
4,028
30
$265K 0.17%
1,811
+3
31
$223K 0.15%
+1,350
32
$211K 0.14%
419
33
– –
-4,084
34
– –
-12,001
35
– –
-1,114
1
2