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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
+7.24%
1 Year Est. Return
+13.51%
3 Year Est. Return
+34.38%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$964M
AUM Growth
–
Cap. Flow
+$957M
Cap. Flow
% of AUM
99.35%
Top 10 Holdings %
Top 10 Hldgs %
72.42%
Holding
140
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$133M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$106M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$82.3M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$65.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$64.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.02% |
| 2 | Financials | 0.49% |
| 3 | Industrials | 0.08% |
| 4 | Consumer Staples | 0.08% |
| 5 | Healthcare | 0.06% |
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