VPF
Vantage Point Financial Portfolio holdings
AUM
$228M
This Quarter Return
+1%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.61%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$26.2M |
| 2 |
Dimensional US Core Equity 1 ETF
DCOR
|
$16.9M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$9.09M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.79M |
| 5 |
Apple
AAPL
|
$5.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.13% |
| 2 | Consumer Discretionary | 1.81% |
| 3 | Healthcare | 1.77% |
| 4 | Industrials | 1.45% |
| 5 | Communication Services | 1.2% |
