A
AdvicePeriod Portfolio holdings
AUM
$1.54B
This Quarter Return
+2.29%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$1.07B
(+2.2%)
Cap. Flow
-$281K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
60.85%
Holding
88
New
13
Increased
51
Reduced
17
Closed
7
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$20.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.09M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.92M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$5.49M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.77M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$29.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$28.2M |
| 3 |
Vanguard Total Bond Market
BND
|
$11.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.76M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.79M |
