VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
1-Year Return
12.93%
This Quarter Return
+6.18%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$372M
AUM Growth
+$31.1M
(+9.1%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
57.88%
Holding
149
New
16
Increased
77
Reduced
42
Closed
6
Top Buys
| 1 |
Advanced Drainage Systems
WMS
|
$2.5M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.15M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.13M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$1.05M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$929K |
Top Sells
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Industrials | 1.18% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Communication Services | 0.7% |
| 5 | Financials | 0.64% |
