A
AdvicePeriod Portfolio holdings
AUM
$1.54B
This Quarter Return
-0.25%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
+$1.08B
(+1.1%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
59.38%
Holding
89
New
8
Increased
45
Reduced
31
Closed
2
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$3.61M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.66M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.46M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$2.45M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$2.05M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.73M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$3.36M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.4M |
| 4 |
Vanguard Value ETF
VTV
|
$2.35M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$1.87M |
