FVIM
Fort Vancouver Investment Management Portfolio holdings
AUM
$187M
1-Year Est. Return
17.3%
This Fund
S&P 500
1 Year Est. Return
+17.3%
AUM
$187M
AUM Growth
+$7M
(+3.9%)
Holding
51
Top Buys
| 1 | +$1.06M | |
| 2 | +$761K | |
| 3 | +$637K | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$350K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$274K |
Top Sells
| 1 | +$244K | |
| 2 | +$173K | |
| 3 | +$148K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$90K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$52.4K |
Sector Composition
| 1 | Industrials | 0.01% |
| 2 | Energy | 0.01% |
| 3 | Technology | 0% |
| 4 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Russell 1000 Growth ETF
VONG
$38.3B
| $609 | ﹤0.01% |
+5
|
|