VAFP

Vahanian & Associates Financial Planning Portfolio holdings

AUM $25.3M
1-Year Est. Return 39.42%
This Quarter Est. Return
1 Year Est. Return
+39.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.2M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$515K
3
+$393K
4
FRO icon
Frontline
FRO
+$355K
5
BBY icon
Best Buy
BBY
+$275K

Top Sells

1
+$1.15M
2
+$823K
3
+$452K
4
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$447K
5
DKNG icon
DraftKings
DKNG
+$422K

Sector Composition

1 Technology 25.74%
2 Healthcare 18.41%
3 Consumer Discretionary 13.81%
4 Materials 5.21%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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