AA
Ashford Advisors Portfolio holdings
AUM
$432M
This Quarter Return
+9.71%
1 Year Return
+13.24%
3 Year Return
+59.91%
5 Year Return
–
10 Year Return
–
AUM
$396M
AUM Growth
+$396M
(+9.7%)
Cap. Flow
+$75.8K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
99.37%
Holding
16
New
–
Increased
2
Reduced
7
Closed
1
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$8.93M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$6.31M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$8.59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.09M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.03M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.27M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$775K |
