VP
Verisail Partners Portfolio holdings
AUM
$246M
1-Year Est. Return
14.05%
This Fund
S&P 500
1 Year Est. Return
+14.05%
AUM
$246M
AUM Growth
+$3.02M
(+1.2%)
Holding
26
Top Buys
| 1 | +$951K | |
| 2 | +$785K | |
| 3 | +$777K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$648K |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$488K |
Top Sells
| 1 | +$892K | |
| 2 | +$253K | |
| 3 | +$205K | |
| 4 |
Apple
AAPL
|
+$57K |
| 5 |
Marriott International
MAR
|
+$37.2K |
Sector Composition
| 1 | Consumer Discretionary | 1.13% |
| 2 | Technology | 0.59% |
| 3 | Financials | 0.41% |
| 4 | Consumer Staples | 0.24% |
| 5 | Healthcare | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.5B
| – | – |
-2,566
|
|