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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$5.97M
3 +$4.62M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
AMZN icon
Amazon
AMZN
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.63%
2 Consumer Discretionary 18.41%
3 Healthcare 16.78%
4 Communication Services 7.23%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$170K 0.14%
+10,898