UFPG
United Financial Planning Group Portfolio holdings
AUM
$169M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$169M
AUM Growth
+$4.34M
(+2.6%)
Holding
660
Top Buys
| 1 | +$2.3M | |
| 2 | +$2.08M | |
| 3 | +$1.18M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$840K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$628K |
Top Sells
| 1 | +$798K | |
| 2 | +$627K | |
| 3 | +$533K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$380K |
| 5 |
Broadcom
AVGO
|
+$314K |
Sector Composition
| 1 | Technology | 2.97% |
| 2 | Healthcare | 1.8% |
| 3 | Financials | 1.38% |
| 4 | Communication Services | 0.81% |
| 5 | Consumer Staples | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Paychex
PAYX
$34.7B
| – | – |
-35
|
|
||
652
Procore
PCOR
$7.47B
| – | – |
-3
|
|
||
653
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| – | – |
-21
|
|
||
654
Pegasystems
PEGA
$5.97B
| – | – |
-6
|
|
||
655
Invesco Preferred ETF
PGX
$3.86B
| – | – |
-46
|
|
||
656
PPL Corp
PPL
$26.6B
| – | – |
-147
|
|
||
657
Public Storage
PSA
$53.3B
| – | – |
-2
|
|
||
|
P
658
Everpure Inc
P
$26.4B
| – | – |
-4
|
|
||
659
PTC
PTC
$16B
| – | – |
-1
|
|