AA
Ashford Advisors Portfolio holdings
AUM
$432M
This Quarter Return
+3.18%
1 Year Return
+13.24%
3 Year Return
+59.91%
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(+2.8%)
Cap. Flow
-$1.36M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
99.33%
Holding
15
New
–
Increased
3
Reduced
5
Closed
–
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$344K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$293K |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$16.1K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.6M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$173K |
| 3 |
Vanguard Value ETF
VTV
|
$105K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$75.3K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$51.1K |
