FHC
Fort Henry Capital Portfolio holdings
AUM
$149M
This Quarter Return
+3.98%
1 Year Return
+8.5%
3 Year Return
+25.27%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+8.1%)
Cap. Flow
+$4.63M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
97.32%
Holding
15
New
–
Increased
14
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.72M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$869K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$691K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$475K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$212K |
Top Sells
| 1 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$200K |
