We are live on ! Find out more
VIP

Value Investment Professionals Portfolio holdings

AUM $119M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.3M
3
+$8.66M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Communication Services 6.53%
3 Consumer Staples 4.73%
4 Healthcare 4.56%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$958K 1%
+5,974
27
$948K 0.99%
+26,796
28
$840K 0.88%
+4,059
29
$817K 0.86%
+1,238
30
$812K 0.85%
+2,255
31
$703K 0.74%
+8,652
32
$689K 0.72%
+6,902
33
$644K 0.68%
+6,702
34
$632K 0.66%
+23,045
35
$622K 0.65%
+13,912
36
$607K 0.64%
+14,210
37
$599K 0.63%
+777
38
$596K 0.62%
+8,592
39
$569K 0.6%
+7,678
40
$547K 0.57%
+10,343
41
$539K 0.56%
+7,079
42
$524K 0.55%
+1,725
43
$516K 0.54%
+2,766
44
$504K 0.53%
+183,939
45
$480K 0.5%
+954
46
$471K 0.49%
+7,196
47
$470K 0.49%
+2,413
48
$466K 0.49%
+8,237
49
$458K 0.48%
+5,777
50
$455K 0.48%
+947
1
2
3 4