Managed by Holistic Financial Partners • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S | $11.8M | 330.9K | 0.00% | — |
| 6 | S | $11.2M | 323.0K | 0.00% | — |
| 7 | S | $10.3M | 277.8K | 0.00% | — |
| 8 | S | $9.7M | 285.7K | 0.00% | — |
| 9 | F FPF — | $8.9M | 126.0K | 0.00% | — |
| 10 | F FPF — | $8.6M | 133.1K | 0.00% | — |
| 11 | F FPF — | $8.3M | 104.2K | 0.00% | — |
| 12 | F FPF — | $8.1M | 199.7K | 0.00% | — |
| 13 | F FPF — | $7.8M | 209.5K | 0.00% | — |
| 14 | F FPF — | $7.5M | 111.8K | 0.00% | — |
| 15 | F FPF — | $7.4M | 183.8K | 0.00% | — |
| 16 | F FPF — | $7.2M | 97.5K | 0.00% | — |
| 17 | I IAU — | $7.1M | 23.6K | 0.00% | — |
| 18 | F FPF — | $7M | 174.4K | 0.00% | — |
| 19 | F FPF — | $7M | 104.9K | 0.00% | — |
| 20 | S | $6.9M | 280.9K | 0.00% | — |