SFP

Strategic Financial Planning Portfolio holdings

AUM $161M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14.5M
3 +$9.03M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.58M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$7.3M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$380K 0.37%
+1,177
27
$296K 0.29%
+2,770
28
$275K 0.27%
+2,416