VIA
Vickerman Investment Advisors Portfolio holdings
AUM
$465M
1-Year Return
10.58%
This Quarter Return
+6.44%
1 Year Return
+10.58%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
-$2.38M
(-0.95%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-6.31%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
83
New
2
Increased
22
Reduced
52
Closed
4
Top Buys
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$9.77M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.03M |
| 3 |
Target
TGT
|
$1.79M |
| 4 |
PepsiCo
PEP
|
$1.7M |
| 5 |
Home Depot
HD
|
$1.66M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$9.61M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$4.41M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.03M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.45M |
| 5 |
Medtronic
MDT
|
$2.43M |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Communication Services | 3.42% |
| 3 | Industrials | 3.37% |
| 4 | Healthcare | 3.1% |
| 5 | Consumer Discretionary | 2.93% |
