VPF
Vantage Point Financial Portfolio holdings
AUM
$228M
This Quarter Return
+9.35%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(+15%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
45.49%
Holding
153
New
22
Increased
68
Reduced
40
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.68M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$1.47M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.33M |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
$959K |
| 5 |
NVIDIA
NVDA
|
$850K |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.46M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$722K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$634K |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$618K |
| 5 |
Apple
AAPL
|
$353K |
Sector Composition
| 1 | Technology | 5.13% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Communication Services | 1.34% |
| 4 | Industrials | 1.32% |
| 5 | Healthcare | 1.16% |
