SC

Stratford Consulting Portfolio holdings

AUM $219M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
-17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$693K
3
+$661K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$571K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$237K

Top Sells

1
+$275K
2
+$218K
3
+$212K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$99.3K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$93.6K

Sector Composition

1 Industrials 0.96%
2 Consumer Staples 0.82%
3 Consumer Discretionary 0.54%
4 Energy 0.49%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.08%
18,716
+218
52
$156K 0.07%
10,556
53
$64K 0.03%
2,526
54
$58K 0.03%
2,527
55
$43K 0.02%
10,401
56
– –
-5,021
1 2
3