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
$109M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$306K
3
+$304K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$218K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$206K

Top Sells

1
+$176K
2
+$73.4K
3
+$69.8K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$69.5K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$35.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$472K 0.43%
1,149
27
$449K 0.41%
13,151
-40
28
$317K 0.29%
6,130
+222
29
$300K 0.27%
11,991
-251
30
$260K 0.24%
5,928
-59
31
$228K 0.21%
2,120
32
$206K 0.19%
+975
1
2