FVIM

Fort Vancouver Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.64M
3
+$837K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$345K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$281K

Top Sells

1
+$2.53M
2
+$228K
3
+$210K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$172K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$154K

Sector Composition

1 Consumer Staples 0.01%
2 Industrials 0%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,884
1 2
3