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Rebalance Portfolio holdings
AUM
$1.72B
1-Year Est. Return
13.51%
This Fund
S&P 500
This Quarter
Est. Return
+9.33%
1 Year Est. Return
+13.51%
3 Year Est. Return
+34.38%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.15B
AUM Growth
+$120M
(+12%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
77.72%
Holding
93
New
18
Increased
32
Reduced
23
Closed
5
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$6.87M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.31M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$3.76M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$3.52M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.15M |
Top Sells
| 1 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$10.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$3.31M |
| 3 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
+$2.52M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$2.27M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$2.09M |
Sector Composition
| 1 | Technology | 0.53% |
| 2 | Financials | 0.31% |
| 3 | Industrials | 0.09% |
| 4 | Consumer Staples | 0.09% |
| 5 | Energy | 0.05% |
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