FVIM

Fort Vancouver Investment Management Portfolio holdings

AUM $180M
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.2M
3
+$6.55M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.88M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$5.11M

Top Sells

1
+$6.65M
2
+$232K
3
+$93.3K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$81.9K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$74K

Sector Composition

1 Consumer Staples 0.04%
2 Technology 0.03%
3 Utilities 0.03%
4 Industrials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.5K ﹤0.01%
18
52
$4.6K ﹤0.01%
78
-168
53
$592 ﹤0.01%
+1,599
54
– –
-49
55
– –
-148
56
– –
-808
1 2
3