A
AdvicePeriod Portfolio holdings
AUM
$1.54B
This Quarter Return
+12.14%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
+$1.3B
(+18%)
Cap. Flow
+$71.8M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
61.24%
Holding
80
New
–
Increased
40
Reduced
38
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$17.6M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$16.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$15M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.8M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$13.7M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$21.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.22M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.79M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.71M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.3M |
