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
$134M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.09M
3
+$1.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.31M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.09M

Top Sells

1
+$233K
2
+$127K
3
+$108

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$532K 0.4%
4,586
+791
27
$457K 0.34%
1,149
28
$407K 0.3%
3,777
+687
29
$315K 0.23%
11,668
+4
30
$280K 0.21%
6,125
+846
31
$240K 0.18%
5,493
+379
32
– –
-1,049
1
2