FVIM
Fort Vancouver Investment Management Portfolio holdings
AUM
$180M
1-Year Est. Return
13.13%
1 Year Est. Return
+13.13%
AUM
$180M
AUM Growth
+$33.8M
(+23%)
Holding
55
Top Buys
| 1 | +$16.6M | |
| 2 | +$3.5M | |
| 3 | +$1.29M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.1M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$621K |
Top Sells
| 1 | +$443K | |
| 2 | +$88.8K | |
| 3 | +$51.8K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$22.7K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$18.4K |
Sector Composition
| 1 | Industrials | 0.01% |
| 2 | Technology | 0.01% |
| 3 | Energy | 0% |
| 4 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palantir
PLTR
$438B
| – | – |
-55
|
|
||
52
QuantumScape
QS
$7.1B
| – | – |
-750
|
|
||
53
NuScale Power
SMR
$5.19B
| – | – |
-63
|
|
||
|
54
Vanguard Total Stock Market ETF
VTI
$567B
| – | – |
-61
|
|
||
|
NNE
55
Nano Nuclear Energy
NNE
$1.78B
| – | – |
-70
|
|