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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
$8.85M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$185K
2
+$3.9K

Top Sells

1
+$11.9M
2
+$11.1M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.91M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.66M

Sector Composition

1 Financials 6.3%
2 Technology 6.15%
3 Consumer Staples 0%
4 Energy 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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