VIA
Vickerman Investment Advisors Portfolio holdings
AUM
$465M
This Quarter Return
-2.9%
1 Year Return
+10.58%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(-9.1%)
Cap. Flow
+$3.42M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
43.42%
Holding
84
New
5
Increased
39
Reduced
32
Closed
7
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$1.82M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$1.42M |
| 3 |
Merck
MRK
|
$1.38M |
| 4 |
Walmart
WMT
|
$1.37M |
| 5 |
Boeing
BA
|
$1.21M |
Top Sells
Sector Composition
| 1 | Technology | 5.74% |
| 2 | Healthcare | 4.17% |
| 3 | Industrials | 4.11% |
| 4 | Communication Services | 3.35% |
| 5 | Consumer Staples | 3.09% |
