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VBFP
Valtinson Bruner Financial Planning Portfolio holdings
AUM
$364M
1-Year Est. Return
9.63%
This Fund
S&P 500
1 Year Est. Return
+9.63%
AUM
$296M
AUM Growth
+$9.45M
(+3.3%)
Holding
159
Top Buys
| 1 | +$21.3M | |
| 2 | +$17.1M | |
| 3 | +$4.83M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.22M |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$3.16M |
Top Sells
| 1 | +$5.4M | |
| 2 | +$5.18M | |
| 3 | +$4.11M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.35M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.93M |
Sector Composition
| 1 | Technology | 2.15% |
| 2 | Industrials | 1.34% |
| 3 | Financials | 1.26% |
| 4 | Healthcare | 1.06% |
| 5 | Materials | 0.69% |