VPF
Vantage Point Financial Portfolio holdings
AUM
$280M
1-Year Est. Return
19.05%
This Fund
S&P 500
1 Year Est. Return
+19.05%
AUM
$280M
AUM Growth
+$21.5M
(+8.3%)
Holding
177
Top Buys
| 1 | +$2.76M | |
| 2 | +$2.17M | |
| 3 | +$1.76M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.14M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$953K |
Top Sells
| 1 | +$3.47M | |
| 2 | +$1.44M | |
| 3 | +$1.39M | |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.16M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$643K |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Consumer Discretionary | 1.55% |
| 3 | Communication Services | 1.54% |
| 4 | Industrials | 1.52% |
| 5 | Healthcare | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mondelez International
MDLZ
$74.6B
| – | – |
-3,364
|
|
||
177
Innovator US Equity Ultra Buffer ETF January
UJAN
$311M
| – | – |
-5,306
|
|