A
AdvicePeriod Portfolio holdings
AUM
$1.54B
This Quarter Return
+4.92%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$1.54B
AUM Growth
+$1.54B
(+9.1%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
62.14%
Holding
87
New
5
Increased
51
Reduced
26
Closed
2
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.4M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.38M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.21M |
| 5 |
Invesco QQQ Trust
QQQ
|
$6.17M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.56M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$2.36M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.46M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.2M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.05M |
