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SFP

Strategic Financial Planning Portfolio holdings

AUM $171M
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$863K
3
+$363K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$248K
5
BND icon
Vanguard Total Bond Market
BND
+$166K

Top Sells

1
+$563K
2
+$463K
3
+$439K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$129K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$112K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.6%
15,367
-11
27
$939K 0.54%
22,796
-197
28
$872K 0.51%
15,247
+4,396
29
$769K 0.45%
1,149
30
$620K 0.36%
5,220
31
$429K 0.25%
700
32
$394K 0.23%
4,314
-24
33
$286K 0.17%
3,900
34
$279K 0.16%
10,805
+91
35
$263K 0.15%
11,178
36
$257K 0.15%
10,323
-176
37
$227K 0.13%
3,580
38
$218K 0.13%
3,338
-1
1
2