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VF

Vawter Financial Portfolio holdings

AUM $238M
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.6M
3
+$11.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.3M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.8%
2 Technology 2.19%
3 Healthcare 1.43%
4 Energy 0.53%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.94%
+6,327
27
$2.01M 0.91%
+39,458
28
$2M 0.91%
+11,333
29
$1.86M 0.85%
+18,593
30
$1.77M 0.8%
+27,081
31
$1.75M 0.8%
+34,244
32
$1.48M 0.67%
+4,616
33
$1.43M 0.65%
+1,868
34
$1.37M 0.62%
+57,479
35
$1.31M 0.59%
+67,625
36
$1.27M 0.58%
+6,797
37
$1.26M 0.57%
+3,443
38
$1.2M 0.55%
3,808
+2,877
39
$1.1M 0.5%
+5,398
40
$1.05M 0.48%
+7,500
41
$1.01M 0.46%
+30,283
42
$979K 0.44%
15,047
+5,322
43
$861K 0.39%
+3,560
44
$818K 0.37%
+13,451
45
$792K 0.36%
+6,760
46
$790K 0.36%
+17,353
47
$770K 0.35%
+10,475
48
$753K 0.34%
4,035
+2,140
49
$729K 0.33%
+12,747
50
$729K 0.33%
+1,972
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