VF

Vilas Fund Portfolio holdings

AUM $74.3M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
-13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.8M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$4.56M
3 +$956K
4
WFC icon
Wells Fargo
WFC
+$879K
5
KHC icon
Kraft Heinz
KHC
+$849K

Top Sells

1 +$44.9M
2 +$955K
3 +$492K
4
MTG icon
MGIC Investment
MTG
+$264K
5
NWG icon
NatWest
NWG
+$200K

Sector Composition

1 Financials 48.7%
2 Healthcare 30.31%
3 Consumer Discretionary 8.09%
4 Communication Services 7.82%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-33,289
27
-10,000