VFIC

Valley Forge Investment Consultants Portfolio holdings

AUM $342M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$6.32M
2 +$3.87M
3 +$1.63M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$845K
5
VB icon
Vanguard Small-Cap ETF
VB
+$762K

Top Sells

1 +$2.04M
2 +$964K
3 +$919K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$686K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$454K

Sector Composition

1 Financials 1.58%
2 Technology 1.58%
3 Communication Services 0.86%
4 Industrials 0.31%
5 Consumer Discretionary 0.29%