VPP
Vertex Planning Partners Portfolio holdings
AUM
$521M
1-Year Est. Return
13.57%
1 Year Est. Return
+13.57%
AUM
$521M
AUM Growth
+$42.4M
(+8.8%)
Holding
204
Top Buys
| 1 | +$4.92M | |
| 2 | +$2.79M | |
| 3 | +$2.45M | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.08M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.05M |
Top Sells
| 1 | +$3.51M | |
| 2 | +$3.38M | |
| 3 | +$2.9M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$2.16M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$1.54M |
Sector Composition
| 1 | Technology | 5.91% |
| 2 | Financials | 1.92% |
| 3 | Healthcare | 1.45% |
| 4 | Consumer Staples | 0.81% |
| 5 | Communication Services | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Comcast
CMCSA
$98.5B
| – | – |
-6,107
|
|
||
202
Paychex
PAYX
$39.9B
| – | – |
-1,473
|
|
||
203
Philip Morris
PM
$241B
| – | – |
-1,130
|
|
||
204
Vanguard FTSE Europe ETF
VGK
$28.2B
| – | – |
-3,155
|
|