UI
Unconventional Investor Portfolio holdings
AUM
$181M
This Quarter Return
+7.45%
1 Year Return
+16.68%
3 Year Return
+55.29%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.49%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$37M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$11.2M |
| 3 |
Vanguard Utilities ETF
VPU
|
$10.1M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.44M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.94% |
| 2 | Technology | 1.39% |
| 3 | Consumer Staples | 0.3% |
| 4 | Communication Services | 0.24% |
