SFP
Strategic Financial Planning Portfolio holdings
AUM
$161M
This Quarter Return
+5.88%
1 Year Return
+12.07%
3 Year Return
+31.4%
5 Year Return
+45.15%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.1%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$17.4M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$14.5M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
$9.03M |
| 4 |
Schwab International Equity ETF
SCHF
|
$8.58M |
| 5 |
Schwab US REIT ETF
SCHH
|
$7.3M |
Top Sells
No sells this quarter
