AA
Ashford Advisors Portfolio holdings
AUM
$432M
This Quarter Return
-15.81%
1 Year Return
+13.24%
3 Year Return
+59.91%
5 Year Return
–
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(-6.2%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
10.75%
Top 10 Holdings %
Top 10 Hldgs %
98.99%
Holding
17
New
3
Increased
1
Reduced
3
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$26.1M |
| 2 |
Vanguard Value ETF
VTV
|
$17.8M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$9.32M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$3.33M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$11.2M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$2.95M |
