TCFP
Treasure Coast Financial Planning Portfolio holdings
AUM
$172M
This Quarter Return
+3.27%
1 Year Return
+8.86%
3 Year Return
+25.36%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.75%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Consumer Discretionary | 0.49% |
| 3 | Energy | 0.41% |
| 4 | Utilities | 0.35% |
| 5 | Healthcare | 0.16% |
