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VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$493M
1-Year Est. Return
14.9%
This Fund
S&P 500
This Quarter
Est. Return
+1.95%
1 Year Est. Return
+14.9%
3 Year Est. Return
+53.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$493M
AUM Growth
+$17.8M
(+3.7%)
Cap. Flow
+$9.61M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
51.23%
Holding
224
New
8
Increased
98
Reduced
83
Closed
12
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.57M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
+$1.1M |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
+$694K |
| 4 |
Innovator Defined Wealth Shield ETF
BALT
|
+$683K |
| 5 |
Innovator Laddered Allocation Buffer ETF
BUFB
|
+$448K |
Top Sells
| 1 |
State Street SPDR S&P Global Dividend ETF
WDIV
|
+$370K |
| 2 |
Advanced Micro Devices
AMD
|
+$306K |
| 3 |
Occidental Petroleum
OXY
|
+$259K |
| 4 |
FISV
Fiserv Inc
FISV
|
+$257K |
| 5 |
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
|
+$255K |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Financials | 1.72% |
| 3 | Communication Services | 1% |
| 4 | Industrials | 0.92% |
| 5 | Healthcare | 0.89% |
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