VI
VanderPol Investments Portfolio holdings
AUM
$47.6M
This Quarter Return
+8.17%
1 Year Return
+13.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$47.6M
AUM Growth
+$47.6M
(+0.55%)
Cap. Flow
-$2.85M
Cap. Flow
% of AUM
-5.99%
Top 10 Holdings %
Top 10 Hldgs %
57.6%
Holding
59
New
7
Increased
14
Reduced
33
Closed
4
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.61M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
$1.27M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$1.26M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$399K |
| 5 |
Netflix
NFLX
|
$276K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.32M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.74M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.22M |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
$1.21M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
$360K |
Sector Composition
| 1 | Technology | 7.85% |
| 2 | Consumer Discretionary | 3.49% |
| 3 | Financials | 3.1% |
| 4 | Communication Services | 2.54% |
| 5 | Healthcare | 2.25% |
