SFP
Strategic Financial Planning Portfolio holdings
AUM
$161M
1-Year Return
12.07%
This Quarter Return
+9.14%
1 Year Return
+12.07%
3 Year Return
+31.4%
5 Year Return
+45.15%
10 Year Return
–
AUM
$161M
AUM Growth
+$15.6M
(+11%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
73.06%
Holding
38
New
3
Increased
14
Reduced
17
Closed
–
Top Buys
| 1 |
Schwab High Yield Bond ETF
SCYB
|
$5.71M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$760K |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$623K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$294K |
| 5 |
Schwab US REIT ETF
SCHH
|
$270K |
