VPP
Vertex Planning Partners Portfolio holdings
AUM
$479M
This Quarter Return
+8.4%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+16%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
7.63%
Top 10 Holdings %
Top 10 Hldgs %
64.94%
Holding
159
New
24
Increased
86
Reduced
30
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$14.3M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$10.3M |
| 3 |
Apple
AAPL
|
$9.74M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$5.78M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
$3.79M |
Top Sells
Sector Composition
| 1 | Technology | 5.96% |
| 2 | Healthcare | 1.55% |
| 3 | Consumer Staples | 0.94% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Energy | 0.53% |
