VF

Vestment Financial Portfolio holdings

AUM $175M
1-Year Est. Return 9.63%
This Quarter Est. Return
1 Year Est. Return
+9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$900K
3
+$689K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$689K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$579K

Top Sells

1
+$231K
2
+$202K
3
+$151K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$25.4K
5
MSFT icon
Microsoft
MSFT
+$23.7K

Sector Composition

1 Consumer Discretionary 0.67%
2 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$565K 0.41%
2,536
+1
27
$556K 0.4%
13,893
+8,914
28
$509K 0.37%
4,567
+38
29
$483K 0.35%
10,166
30
$407K 0.29%
3,493
-218
31
$402K 0.29%
+15,187
32
$383K 0.27%
7,418
-175
33
$358K 0.26%
3,565
-1,505
34
$309K 0.22%
5,988
+815
35
$266K 0.19%
10,468
+1
36
$238K 0.17%
+9,255
37
$223K 0.16%
5,643
-280
38
$213K 0.15%
559
-62
39
– –
-1,882
40
– –
-3,679
1
2