VFP

Vested Financial Planning Portfolio holdings

AUM $123M
1-Year Est. Return 10.98%
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$15.8M
3
+$11.8M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$8.92M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 36.04%
+1,099,986
2
$15.8M 14.98%
+636,212
3
$11.8M 11.15%
+21,849
4
$8.92M 8.45%
+186,803
5
$6.67M 6.31%
+161,514
6
$4.45M 4.21%
+130,290
7
$4.27M 4.05%
+85,262
8
$2.77M 2.62%
+11,046
9
$2.59M 2.46%
+13,647
10
$2.26M 2.15%
+43,288
11
$1.47M 1.39%
+38,338
12
$873K 0.83%
+3,012
13
$825K 0.78%
+18,251
14
$601K 0.57%
+6,205
15
$561K 0.53%
+957
16
$537K 0.51%
+1,050
17
$533K 0.5%
+5,169
18
$509K 0.48%
+10,199
19
$376K 0.36%
+4,970
20
$374K 0.35%
+3,184
21
$287K 0.27%
+5,733
22
$287K 0.27%
+461
23
$267K 0.25%
+3,504
24
$262K 0.25%
+1,990
25
$228K 0.22%
+8,943