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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
101
$240K 0.11%
1,011
+111
102
$239K 0.11%
+5,350
103
$235K 0.11%
+9,123
104
$234K 0.11%
+578
105
$228K 0.1%
+3,066
106
$224K 0.1%
1,851
107
$223K 0.1%
+2,020
108
$221K 0.1%
+7,802
109
$220K 0.1%
+1,860
110
$219K 0.1%
+1,014
111
$218K 0.1%
+1,150
112
$217K 0.1%
+224
113
$217K 0.1%
+295
114
$216K 0.1%
+3,300
115
$213K 0.1%
+877
116
$210K 0.1%
+9,033
117
$205K 0.09%
+1,840
118
$44.4K 0.02%
+2,160
1 2 3 4
5