VIA
Vickerman Investment Advisors Portfolio holdings
AUM
$494M
1-Year Est. Return
10.68%
1 Year Est. Return
+10.68%
AUM
$465M
AUM Growth
+$23.8M
(+5.4%)
Holding
85
Top Buys
| 1 | +$3.52M | |
| 2 | +$3.08M | |
| 3 | +$2.82M | |
| 4 |
NVIDIA
NVDA
|
+$2.78M |
| 5 |
GE Aerospace
GE
|
+$2.61M |
Top Sells
| 1 | +$8.99M | |
| 2 | +$6.85M | |
| 3 | +$5.7M | |
| 4 |
Cisco
CSCO
|
+$2.04M |
| 5 |
Boeing
BA
|
+$1.73M |
Sector Composition
| 1 | Technology | 7.08% |
| 2 | Communication Services | 3.71% |
| 3 | Industrials | 3.63% |
| 4 | Consumer Staples | 3.32% |
| 5 | Financials | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Growth ETF
IWF
$123B
| $243K | 0.05% |
572
|
|
||
77
iShares Core MSCI EAFE ETF
IEFA
$158B
| $237K | 0.05% |
+2,837
|
|
||
78
iShares MSCI EAFE Value ETF
EFV
$28.3B
| $232K | 0.05% |
3,657
|
|
||
79
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $224K | 0.05% |
4,529
|
|
||
80
iShares National Muni Bond ETF
MUB
$40.1B
| – | – |
-2,400
|
|
||
81
Vanguard Consumer Staples ETF
VDC
$7.22B
| – | – |
-2,625
|
|
||
82
Vanguard Health Care ETF
VHT
$16.8B
| – | – |
-797
|
|
||
83
Vanguard Industrials ETF
VIS
$6.21B
| – | – |
-858
|
|
||
84
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
| – | – |
-4,455
|
|
||
85
Vanguard Value ETF
VTV
$148B
| – | – |
-2,064
|
|