A
AdvicePeriod Portfolio holdings
AUM
$1.54B
1-Year Return
29.32%
This Quarter Return
+5.85%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$1.14B
AUM Growth
+$64.4M
(+6%)
Cap. Flow
+$1.1M
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
90
New
3
Increased
52
Reduced
30
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.24M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$7.9M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7.76M |
| 5 |
iShares Global Infrastructure ETF
IGF
|
$4.82M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$49.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.27M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$2.36M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.12M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$1.71M |
