PFC
Personal Financial Consultants Portfolio holdings
AUM
$133M
1-Year Est. Return
5.06%
This Fund
S&P 500
1 Year Est. Return
+5.06%
AUM
$130M
AUM Growth
+$12M
(+10%)
Holding
27
Top Buys
| 1 | +$3.05M | |
| 2 | +$2.46M | |
| 3 | +$1.71M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.68M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.22M |
Top Sells
| 1 | +$2.49M | |
| 2 | +$2.49M | |
| 3 | +$1.85M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$1.52M |
| 5 |
iShares Core US REIT ETF
USRT
|
+$1.32M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Core US REIT ETF
USRT
$3.58B
| – | – |
-29,392
|
|
||
|
FRN
27
DELISTED
Invesco Frontier Markets ETF
FRN
| – | – |
-63,046
|
|