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Concord Asset Management (Virginia) Portfolio holdings

AUM $646M
1-Year Est. Return 25.36%
This Fund
S&P 500
This Quarter Est. Return
-11.31%
1 Year Est. Return
+25.36%
3 Year Est. Return
+64.65%
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$13.2M
Cap. Flow
+$5.2M
Cap. Flow %
3.81%
Top 10 Hldgs %
70.05%
Holding
54
New
2
Increased
28
Reduced
14
Closed
8
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DGRO icon
1
iShares Core Dividend Growth ETF
DGRO
$43.3B
$22.5M 16.46%
471,344
-31,661
-6% -$1.6M
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$12.1M 8.84%
197,254
+7,641
+4% +$468K
SRLN icon
3
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$10.5M 7.66%
250,980
+22,087
+10% +$960K
XT icon
4
iShares Future Exponential Technologies ETF
XT
$3.77B
$8.98M 6.58%
187,430
-26,802
-13% -$1.39M
RPV icon
5
Invesco S&P 500 Pure Value ETF
RPV
$1.68B
$8.66M 6.35%
115,336
+15,780
+16% +$1.3M
SPDW icon
6
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$7.87M 5.77%
273,033
-14,709
-5% -$466K
SPMB icon
7
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$7.58M 5.56%
331,886
+12,533
+4% +$289K
FLTR icon
8
VanEck IG Floating Rate ETF
FLTR
$2.94B
$6.62M 4.85%
268,145
+19,235
+8% +$480K
NDJI
9
DELISTED
Nationwide Dow Jones Risk Managed Income ETF
NDJI
$5.6M 4.11%
258,141
+7,483
+3% +$171K
SCHD icon
10
Schwab US Dividend Equity ETF
SCHD
$104B
$5.3M 3.88%
221,940
+156,948
+241% +$3.99M
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$4.77M 3.5%
91,246
+16,333
+22% +$937K
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$3.93M 2.88%
+75,616
New +$4.19M
KOMP icon
13
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.6B
$3.12M 2.28%
76,898
-17,134
-18% -$771K
DON icon
14
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$3.08M 2.26%
79,056
-2,869
-4% -$121K
NULV icon
15
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
$2.96M 2.17%
88,763
+8,429
+10% +$303K
MSFT icon
16
Microsoft
MSFT
$2.92T
$2.39M 1.75%
9,314
+121
+1% +$32.8K
AAPL icon
17
Apple
AAPL
$4.99T
$1.76M 1.29%
12,903
+301
+2% +$45.6K
DSI icon
18
iShares MSCI KLD 400 Social ETF
DSI
$5.17B
$1.64M 1.21%
22,877
+1,385
+6% +$108K
ARKK icon
19
ARK Innovation ETF
ARKK
$5.74B
$1.64M 1.2%
41,000
-4,016
-9% -$191K
DWX icon
20
State Street SPDR S&P International Dividend ETF
DWX
$527M
$1.45M 1.06%
42,268
+32,313
+325% +$1.19M
VCIT icon
21
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$1.1M 0.81%
13,793
-1,631
-11% -$133K
XMHQ icon
22
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
$1.08M 0.79%
16,918
-1,483
-8% -$103K
SLYV icon
23
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.94B
$1.01M 0.74%
13,894
-556
-4% -$43.4K
SCHR
24
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$981K 0.72%
38,024
+2,608
+7% +$67.4K
ESGD icon
25
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$916K 0.67%
14,589
+2,214
+18% +$151K

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Concord Asset Management (Virginia)'s Q2 2022 Portfolio in Review

As of Q2 2022, Concord Asset Management (Virginia) held 54 positions worth $136M, down 8.8% from $150M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Concord Asset Management (Virginia) deployed $5.2M of net new capital in Q2 2022, opening 2 new positions and adding to 28 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 75,616 shares worth $3.93M.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.5% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, an estimated $3.62M trimmed.

  • Concord Asset Management (Virginia)'s largest Q2 2022 buy was Avantis Emerging Markets Equity ETF: 75,616 shares worth $3.93M.
  • Concord Asset Management (Virginia) added most to Schwab US Dividend Equity ETF in Q2 2022, an estimated $3.99M increase.
  • Concord Asset Management (Virginia)'s biggest Q2 2022 reduction was WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, cutting an estimated $3.62M.
  • Concord Asset Management (Virginia) fully exited Berkshire Hathaway Class B in Q2 2022, selling an estimated $238K.
  • Concord Asset Management (Virginia)'s ten largest holdings make up 70% of its $136M portfolio in Q2 2022.
  • Concord Asset Management (Virginia) opened 2 new positions and closed 8 in Q2 2022.
  • Concord Asset Management (Virginia)'s portfolio value fell 8.8% quarter-over-quarter to $136M.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2022, filed 7 Nov 2024.