FHC
Fort Henry Capital Portfolio holdings
AUM
$149M
1-Year Return
8.5%
This Quarter Return
-1.08%
1 Year Return
+8.5%
3 Year Return
+25.27%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
-$515K
(-0.37%)
Cap. Flow
+$1.35M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
95.95%
Holding
14
New
–
Increased
10
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$652K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$403K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$387K |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$307K |
| 5 |
Vanguard Total Bond Market
BND
|
+$227K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$703K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$231K |
| 3 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$129K |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$86K |
