VDFA
Vickerman & Driscoll Financial Advisors Portfolio holdings
AUM
$163M
1-Year Return
7.99%
This Quarter Return
-16.02%
1 Year Return
-7.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
-$35M
(-18%)
Cap. Flow
-$1.86M
Cap. Flow
% of AUM
-1.14%
Top 10 Holdings %
Top 10 Hldgs %
45.04%
Holding
75
New
6
Increased
32
Reduced
28
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.88M |
| 2 |
FedEx
FDX
|
$1.88M |
| 3 |
Union Pacific
UNP
|
$1.85M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$1.66M |
| 5 |
Vanguard Energy ETF
VDE
|
$1.63M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.56M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.93M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$1.56M |
| 4 |
General Dynamics
GD
|
$1.4M |
| 5 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.26M |
Sector Composition
| 1 | Technology | 5.08% |
| 2 | Healthcare | 4.84% |
| 3 | Communication Services | 3.57% |
| 4 | Industrials | 3.36% |
| 5 | Financials | 2.29% |
