VBFP
Valtinson Bruner Financial Planning Portfolio holdings
AUM
$319M
1-Year Return
7.43%
This Quarter Return
+5.49%
1 Year Return
+7.43%
3 Year Return
+37.13%
5 Year Return
+49.34%
10 Year Return
–
AUM
$186M
AUM Growth
+$10.4M
(+6%)
Cap. Flow
+$1.21M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
118
New
7
Increased
28
Reduced
56
Closed
8
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.71M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$3.46M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$2.22M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$2.07M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Industrials | 2.06% |
| 3 | Healthcare | 1.8% |
| 4 | Financials | 1.16% |
| 5 | Utilities | 0.79% |
