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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
51
$448K 0.47%
+1,303
52
$442K 0.46%
+1,445
53
$431K 0.45%
+2,993
54
$404K 0.42%
+3,224
55
$382K 0.4%
+1,784
56
$380K 0.4%
+1,473
57
$356K 0.37%
+3,776
58
$344K 0.36%
+2,401
59
$337K 0.35%
+588
60
$331K 0.35%
+10,156
61
$329K 0.34%
+7,226
62
$311K 0.33%
+2,328
63
$285K 0.3%
+1,064
64
$278K 0.29%
+2,451
65
$276K 0.29%
+3,951
66
$276K 0.29%
+2,500
67
$270K 0.28%
+3,094
68
$268K 0.28%
+2,761
69
$266K 0.28%
+12,085
70
$264K 0.28%
+1,381
71
$255K 0.27%
+1,187
72
$252K 0.26%
+2,538
73
$244K 0.26%
+5,057
74
$239K 0.25%
+27,770
75
$219K 0.23%
+3,983
1 2
3
4