AFC
Adaptive Financial Consulting Portfolio holdings
AUM
$239M
This Quarter Return
+3.73%
1 Year Return
+9.04%
3 Year Return
+27.19%
5 Year Return
+32.51%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.93%
Holding
22
New
22
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$25.2M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.5M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.39M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.18M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$7.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.24% |
| 2 | Technology | 0.32% |
