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
+$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$569K
3
+$343K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$332K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$203K

Top Sells

1
+$793K
2
+$231K
3
+$171K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$160K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$127K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$604K 0.45%
1,149
27
$586K 0.44%
5,299
28
$461K 0.34%
6,865
-475
29
$455K 0.34%
5,265
30
$314K 0.23%
5,879
+98
31
$290K 0.22%
11,287
-1,560
32
$271K 0.2%
10,734
+5
33
$244K 0.18%
975
34
$240K 0.18%
11,068
+418
35
$203K 0.15%
+3,339
36
$201K 0.15%
+3,580
1
2