UI

Unconventional Investor Portfolio holdings

AUM $181M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.96M
3
+$1.04M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$446K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$297K

Top Sells

1
+$722K
2
+$553K
3
+$296K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$265K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$165K

Sector Composition

1 Financials 16.38%
2 Technology 1.87%
3 Consumer Staples 0.29%
4 Communication Services 0.17%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$337K 0.21%
3,291
27
$305K 0.19%
1,676
+1
28
$285K 0.18%
1,035
29
$275K 0.17%
1,660
30
$260K 0.16%
604
+76
31
$216K 0.14%
1,160
+20
32
$210K 0.13%
+996
33
$40.3K 0.03%
16,666
1
2