Financial Planning & Information Services, Inc.

**Financial Planning & Information Services, Inc.** manages $726M across a diversified portfolio of 88 positions. The fund exhibits significant concentration in technology and consumer discretionary sectors, highlighted by top holdings such as JCPB at $60.2M and SPYG at $53.9M. Further notable allocations include HTRB ($51.0M) and SLYV ($50.6M), suggesting a tactical overweighting toward specific growth and market segments. This structure indicates a conviction-driven approach targeting high-conviction names within the current market cycle.

📌 Top Holdings