SF

Schaeffer Financial Portfolio holdings

AUM $102M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.6M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Sells

1 +$4.34M
2 +$2.39M
3 +$477K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$356K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$222K

Sector Composition

1 Consumer Staples 0.51%
2 Consumer Discretionary 0.3%
3 Technology 0.28%