AA

Advisory Alpha Portfolio holdings

AUM $3.59B
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.67M
3 +$1.55M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.27M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.15M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,168
152
-3,819