VIP
Vantage Investment Partners Portfolio holdings
AUM
$1.37B
This Quarter Return
+11.54%
1 Year Return
+12.18%
3 Year Return
+62.17%
5 Year Return
+88.12%
10 Year Return
+241.63%
AUM
$644M
AUM Growth
+$644M
(+1.1%)
Cap. Flow
-$43.6M
Cap. Flow
% of AUM
-6.76%
Top 10 Holdings %
Top 10 Hldgs %
44.71%
Holding
72
New
2
Increased
24
Reduced
14
Closed
6
Top Buys
| 1 |
Floor & Decor
FND
|
$14.8M |
| 2 |
Chipotle Mexican Grill
CMG
|
$12.3M |
| 3 |
Walt Disney
DIS
|
$9.03M |
| 4 |
Blackstone
BX
|
$1.92M |
| 5 |
Verizon
VZ
|
$1.84M |
Top Sells
| 1 |
Schlumberger
SLB
|
$35.4M |
| 2 |
Carvana
CVNA
|
$17.3M |
| 3 |
Baidu
BIDU
|
$13.5M |
| 4 |
Luminar Technologies
LAZR
|
$7.87M |
| 5 |
Intel
INTC
|
$5.02M |
Sector Composition
| 1 | Consumer Discretionary | 26.39% |
| 2 | Technology | 17.98% |
| 3 | Healthcare | 15.17% |
| 4 | Industrials | 10.65% |
| 5 | Energy | 9.48% |
