VDFA
Vickerman & Driscoll Financial Advisors Portfolio holdings
AUM
$163M
This Quarter Return
-12.15%
1 Year Return
-7.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-10%)
Cap. Flow
+$3.92M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
50.92%
Holding
113
New
–
Increased
46
Reduced
20
Closed
47
Top Buys
Top Sells
| 1 |
iShares Global Financials ETF
IXG
|
$280K |
| 2 |
Bristol-Myers Squibb
BMY
|
$241K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$234K |
| 4 |
iShares Global Utilities ETF
JXI
|
$207K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$180K |
Sector Composition
| 1 | Technology | 6.34% |
| 2 | Healthcare | 4.27% |
| 3 | Communication Services | 3.59% |
| 4 | Consumer Discretionary | 2.29% |
| 5 | Industrials | 2.12% |
