FVIM

Fort Vancouver Investment Management Portfolio holdings

AUM $187M
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.21M
3
+$973K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$943K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$628K

Top Sells

1
+$1.17M
2
+$291K
3
+$208K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$109K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$108K

Sector Composition

1 Industrials 0.01%
2 Technology 0.01%
3 Consumer Discretionary 0%
4 Consumer Staples 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59K ﹤0.01%
+340
52
$2.49K ﹤0.01%
+63
53
$2.42K ﹤0.01%
+70
54
$132 ﹤0.01%
+4
55
– –
-300
56
– –
-200
57
– –
-711
58
– –
-85
59
– –
-200
60
– –
-1,599
61
– –
-733
1 2
3