VPP
Vertex Planning Partners Portfolio holdings
AUM
$479M
This Quarter Return
+6.49%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$361M
AUM Growth
+$361M
(+7.1%)
Cap. Flow
+$5.02M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
61.49%
Holding
166
New
11
Increased
52
Reduced
68
Closed
13
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$5.67M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$3.78M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$3.48M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.86M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.62M |
Top Sells
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Healthcare | 1.29% |
| 3 | Consumer Staples | 0.93% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Energy | 0.47% |
