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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
51
$642K 0.29%
+6,141
52
$637K 0.29%
+6,758
53
$631K 0.29%
+2,872
54
$603K 0.27%
+5,030
55
$574K 0.26%
+1,515
56
$570K 0.26%
+3,075
57
$569K 0.26%
+20,374
58
$566K 0.26%
+19,451
59
$555K 0.25%
+6,650
60
$528K 0.24%
+10,469
61
$523K 0.24%
+37,429
62
$497K 0.23%
+960
63
$495K 0.22%
+5,823
64
$487K 0.22%
+7,311
65
$476K 0.22%
+5,958
66
$457K 0.21%
8,442
+4,233
67
$457K 0.21%
+9,598
68
$454K 0.21%
+9,801
69
$444K 0.2%
+15,000
70
$444K 0.2%
+725
71
$444K 0.2%
+8,308
72
$439K 0.2%
+4,804
73
$438K 0.2%
+5,431
74
$433K 0.2%
+1,870
75
$433K 0.2%
+2,787
1 2
3
4 5