SC
Stratford Consulting Portfolio holdings
AUM
$219M
1-Year Est. Return
17.71%
1 Year Est. Return
-17.71%
AUM
$219M
AUM Growth
-$87.4M
(-29%)
Holding
101
Top Buys
| 1 | +$6.25M | |
| 2 | +$3.88M | |
| 3 | +$3.54M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$3.17M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$3M |
Top Sells
| 1 | +$9.4M | |
| 2 | +$5.41M | |
| 3 | +$5.02M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.27M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.63M |
Sector Composition
| 1 | Financials | 1.3% |
| 2 | Industrials | 0.72% |
| 3 | Consumer Staples | 0.68% |
| 4 | Technology | 0.64% |
| 5 | Healthcare | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P Biotech ETF
XBI
$6.32B
| – | – |
-563
|
|