V
VeraBank Portfolio holdings
AUM
$499M
1-Year Return
12.83%
This Quarter Return
+7.7%
1 Year Return
+12.83%
3 Year Return
+51.51%
5 Year Return
+104.06%
10 Year Return
–
AUM
$499M
AUM Growth
+$140M
(+39%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
23.38%
Top 10 Holdings %
Top 10 Hldgs %
49.55%
Holding
190
New
46
Increased
97
Reduced
34
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$5.45M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.36M |
| 3 |
Microsoft
MSFT
|
$4.88M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.35M |
| 5 |
Amazon
AMZN
|
$3.14M |
Top Sells
Sector Composition
| 1 | Technology | 11.26% |
| 2 | Financials | 5.83% |
| 3 | Healthcare | 4.4% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Communication Services | 2.97% |
