VDFA
Vickerman & Driscoll Financial Advisors Portfolio holdings
AUM
$163M
This Quarter Return
+5.65%
1 Year Return
-7.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.49% |
| 2 | Healthcare | 5.56% |
| 3 | Communication Services | 3.64% |
| 4 | Consumer Discretionary | 3.13% |
| 5 | Consumer Staples | 1.22% |
