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
$100M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$57K
3
+$21.6K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$16.1K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$15.2K

Top Sells

1
+$1.96M
2
+$1.48M
3
+$189K
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$118K
5
AAPL icon
Apple
AAPL
+$77.7K

Sector Composition

1 Technology 2.37%
2 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 34.31%
1,040,633
-59,353
2
$15.2M 15.18%
579,625
-56,587
3
$11.4M 11.38%
22,159
+310
4
$8.7M 8.69%
182,823
-3,980
5
$6.8M 6.8%
161,684
+170
6
$4.75M 4.75%
130,548
+258
7
$4.25M 4.24%
85,568
+306
8
$2.41M 2.41%
13,978
+331
9
$2.38M 2.37%
10,696
-350
10
$2.26M 2.26%
43,332
+44
11
$1.53M 1.52%
38,748
+410
12
$841K 0.84%
18,251
13
$828K 0.83%
3,012
14
$622K 0.62%
6,284
+79
15
$541K 0.54%
967
+10
16
$510K 0.51%
10,199
17
$492K 0.49%
1,050
18
$410K 0.41%
5,013
+43
19
$378K 0.38%
3,940
-1,229
20
$314K 0.31%
2,709
-475
21
$259K 0.26%
2,171
+181
22
$250K 0.25%
461
23
$223K 0.22%
8,484
-459
24
$219K 0.22%
2,676
-828
25
$208K 0.21%
4,173
-1,560