VIA

Vickerman Investment Advisors Portfolio holdings

AUM $465M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.42M
3 +$1.38M
4
WMT icon
Walmart
WMT
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Sector Composition

1 Technology 5.74%
2 Healthcare 4.17%
3 Industrials 4.11%
4 Communication Services 3.35%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$135K 0.06%
+10,240
77
0
78
-2,100
79
-20,179
80
-759
81
-4,775
82
-2,455
83
-2,864
84
-2,680