FVIM

Fort Vancouver Investment Management Portfolio holdings

AUM $197M
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.4M
3
+$1.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.06M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$618K

Top Sells

1
+$421K
2
+$85.6K
3
+$49.5K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$21.7K
5
VTI icon
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
– –
-55
52
– –
-750
53
– –
-63
54
– –
-61
55
– –
-70
1 2
3