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
76
$365K 0.2%
+4,814
77
$361K 0.19%
+3,353
78
$358K 0.19%
+3,107
79
$347K 0.19%
+7,265
80
$346K 0.19%
+2,392
81
$345K 0.19%
+1,866
82
$319K 0.17%
+358
83
$319K 0.17%
+1,326
84
$308K 0.17%
+1,820
85
$308K 0.17%
+6,056
86
$306K 0.16%
+6,600
87
$284K 0.15%
+5,941
88
$283K 0.15%
+8,305
89
$281K 0.15%
+7,511
90
$278K 0.15%
+1,443
91
$276K 0.15%
+9,024
92
$274K 0.15%
+8,368
93
$272K 0.15%
+6,769
94
$271K 0.15%
+1,667
95
$270K 0.15%
+6,831
96
$269K 0.15%
+2,934
97
$263K 0.14%
+617
98
$257K 0.14%
+12,032
99
$257K 0.14%
+530
100
$257K 0.14%
+1,072
1 2 3
4
5