VPF
Vantage Point Financial Portfolio holdings
AUM
$228M
1 Year Est. Return
–
AUM
$198M
AUM Growth
+$12.9M
(+7%)
Holding
134
Top Buys
| 1 | +$2.35M | |
| 2 | +$1.22M | |
| 3 | +$692K | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$682K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$660K |
Top Sells
| 1 | +$306K | |
| 2 | +$272K | |
| 3 | +$223K | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$89.8K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$69.9K |
Sector Composition
| 1 | Technology | 4.72% |
| 2 | Consumer Discretionary | 1.62% |
| 3 | Healthcare | 1.52% |
| 4 | Industrials | 1.25% |
| 5 | Communication Services | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| $206K | 0.1% |
2,686
-397
|
|
||
127
Fiserv
FI
$68.5B
| $203K | 0.1% |
+919
|
|
||
128
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
| $203K | 0.1% |
+5,396
|
|
||
129
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $202K | 0.1% |
1,041
|
|
||
130
Denison Mines
DNN
$2.44B
| $24.2K | 0.01% |
18,620
|
|
||
|
ONCY
131
Oncolytics Biotech
ONCY
$112M
| $16.4K | 0.01% |
29,744
|
|
||
132
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| – | – |
-2,553
|
|
||
133
iShares US Infrastructure ETF
IFRA
$3.11B
| – | – |
-6,600
|
|
||
134
Innovator US Equity Power Buffer ETF March
PMAR
$643M
| – | – |
-6,769
|
|