VPF

Vantage Point Financial Portfolio holdings

AUM $228M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$16.9M
3
+$9.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.79M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.39%
+2,469
52
$693K 0.37%
+12,492
53
$686K 0.37%
+3,622
54
$682K 0.37%
+10,446
55
$655K 0.35%
+3,437
56
$628K 0.34%
+2,166
57
$622K 0.34%
+17,644
58
$572K 0.31%
+978
59
$546K 0.29%
+1,353
60
$515K 0.28%
+14,347
61
$502K 0.27%
+2,246
62
$489K 0.26%
+835
63
$485K 0.26%
+18,293
64
$476K 0.26%
+13,394
65
$469K 0.25%
+5,187
66
$454K 0.24%
+1,107
67
$448K 0.24%
+2,163
68
$439K 0.24%
+968
69
$428K 0.23%
+5,654
70
$424K 0.23%
+11,020
71
$415K 0.22%
+704
72
$384K 0.21%
+7,360
73
$383K 0.21%
+6,148
74
$371K 0.2%
+1,873
75
$371K 0.2%
+4,689
1 2
3
4 5