VIA
Vickerman Investment Advisors Portfolio holdings
AUM
$465M
This Quarter Return
+0.99%
1 Year Return
+10.58%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+0.48%)
Cap. Flow
+$15.4K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
51.75%
Holding
65
New
1
Increased
16
Reduced
41
Closed
1
Top Buys
| 1 |
iShares Global Tech ETF
IXN
|
$9.55M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$9.37M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.9M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$1.59M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.37M |
Top Sells
Sector Composition
| 1 | Technology | 5.55% |
| 2 | Industrials | 4.22% |
| 3 | Communication Services | 4.09% |
| 4 | Consumer Staples | 3.74% |
| 5 | Financials | 3.73% |
