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TCFP

Treasure Coast Financial Planning Portfolio holdings

AUM $194M
1-Year Est. Return 12.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.53M
3
+$1.17M
4
LDRI
iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
+$337K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$335K

Top Sells

1
+$2.83M
2
+$1.37M
3
+$453K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$447K
5
GLD icon
SPDR Gold Trust
GLD
+$215K

Sector Composition

1 Technology 1.08%
2 Energy 0.61%
3 Consumer Staples 0.54%
4 Financials 0.27%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$951K 0.53%
37,027
+13,187
27
$860K 0.48%
32,662
-4,477
28
$588K 0.33%
24,802
29
$517K 0.29%
5,016
30
$494K 0.28%
953
31
$417K 0.23%
4,140
32
$402K 0.22%
26,425
33
$387K 0.22%
13,473
34
$371K 0.21%
834
-500
35
$301K 0.17%
410
36
$276K 0.15%
1,489
+3
37
$269K 0.15%
853
38
$252K 0.14%
272
39
$236K 0.13%
+1,265
40
$224K 0.13%
3,050
41
$221K 0.12%
+1,644
42
$218K 0.12%
13,493
43
$209K 0.12%
2,500
44
$204K 0.11%
1,328
45
– –
-705
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