VFM
Valley Financial Management Portfolio holdings
AUM
$193M
1-Year Est. Return
13.84%
1 Year Est. Return
+13.84%
AUM
$162M
AUM Growth
-$18M
(-10%)
Holding
51
Top Buys
| 1 | +$8.84M | |
| 2 | +$5.65M | |
| 3 | +$4.45M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$3.42M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$2.99M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$6.78M | |
| 3 | +$6.52M | |
| 4 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$6.38M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
+$5.36M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
| – | – |
-40,459
|
|