VIA

Vickerman Investment Advisors Portfolio holdings

AUM $494M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$13.1M
3 +$12.6M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.56%
2 Healthcare 3.7%
3 Communication Services 3.34%
4 Industrials 2.9%
5 Financials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$282K 0.11%
+4,261
77
$281K 0.11%
+3,709
78
$278K 0.11%
+4,908
79
$266K 0.11%
+3,048
80
$227K 0.09%
+693