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
$96.1M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$254K
3
+$233K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$193K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$83.9K

Top Sells

1
+$185K
2
+$131K
3
+$76.9K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$76.4K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$69.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.4%
1,149
-16
27
$327K 0.34%
2,817
+285
28
$327K 0.34%
11,666
-2
29
$241K 0.25%
2,226
-317
1
2