VDFA

Vickerman & Driscoll Financial Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 7.99%
This Quarter Est. Return
1 Year Est. Return
-7.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$620K
3
+$487K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$187K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$150K

Top Sells

1
+$1.28M
2
+$1.28M
3
+$935K
4
VAW icon
Vanguard Materials ETF
VAW
+$632K
5
VFC icon
VF Corp
VFC
+$325K

Sector Composition

1 Technology 6.42%
2 Healthcare 4.06%
3 Communication Services 3.25%
4 Consumer Discretionary 2.26%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81K 0.06%
546
77
$74K 0.05%
408
78
$70K 0.05%
2,112
-454
79
$66K 0.05%
308
80
$65K 0.05%
960
-72
81
$60K 0.04%
452
82
$59K 0.04%
364
-151
83
$59K 0.04%
654
-46
84
$56K 0.04%
150
85
$48K 0.03%
480
86
$47K 0.03%
530
+4
87
$33K 0.02%
+159
88
$33K 0.02%
238
89
$31K 0.02%
765
+20
90
$29K 0.02%
+480
91
$27K 0.02%
275
92
$25K 0.02%
614
93
$25K 0.02%
222
94
$25K 0.02%
141
95
$22K 0.02%
200
96
$19K 0.01%
210
97
$16K 0.01%
321
98
$15K 0.01%
42
99
$14K 0.01%
372
100
$14K 0.01%
240
1 2 3
4
5