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VCM

Vines Capital Management Portfolio holdings

AUM $101M
This Fund
S&P 500
This Quarter Est. Return
+1.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow %
99.84%
Top 10 Hldgs %
61.5%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.7M
2
NVDA icon
NVIDIA
NVDA
+$12M
3
AAPL icon
Apple
AAPL
+$9.23M
4
JPM icon
JPMorgan Chase
JPM
+$4.18M
5
MSFT icon
Microsoft
MSFT
+$4.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.43%
2 Financials 20.67%
3 Communication Services 4.69%
4 Consumer Discretionary 4.19%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLM icon
26
Martin Marietta Materials
MLM
$34.2B
$699K 0.68%
+1,122
New +$698K
CAT icon
27
Caterpillar
CAT
$429B
$695K 0.68%
+1,214
New +$675K
BND icon
28
Vanguard Total Bond Market
BND
$158B
$685K 0.67%
+9,251
New +$689K
NOBL icon
29
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$606K 0.59%
+11,650
New +$602K
DGRO icon
30
iShares Core Dividend Growth ETF
DGRO
$42.1B
$605K 0.59%
+8,721
New +$600K
WMT icon
31
Walmart Inc
WMT
$913B
$602K 0.59%
+5,399
New +$580K
DON icon
32
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$601K 0.59%
+11,638
New +$600K
BAC icon
33
Bank of America
BAC
$422B
$583K 0.57%
+10,600
New +$560K
TQQQ icon
34
ProShares UltraPro QQQ
TQQQ
$34.9B
$567K 0.55%
+10,758
New +$578K
QHY
35
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$238M
$535K 0.52%
+11,526
New +$536K
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$109B
$530K 0.52%
+4,408
New +$527K
FTSM icon
37
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$515K 0.5%
+8,596
New +$516K
GLD icon
38
SPDR Gold Trust
GLD
$129B
$495K 0.48%
+1,250
New +$477K
LLY icon
39
Eli Lilly
LLY
$1.05T
$491K 0.48%
+457
New +$437K
IVV icon
40
iShares Core S&P 500 ETF
IVV
$888B
$484K 0.47%
+706
New +$479K
BXC icon
41
BlueLinx
BXC
$422M
$464K 0.45%
+7,548
New +$487K
XOM icon
42
ExxonMobil
XOM
$599B
$438K 0.43%
+3,638
New +$422K
VIG icon
43
Vanguard Dividend Appreciation ETF
VIG
$111B
$436K 0.42%
+1,982
New +$433K
BXMT icon
44
Blackstone Mortgage Trust
BXMT
$2.84B
$390K 0.38%
+20,383
New +$386K
VTI icon
45
Vanguard Total Stock Market ETF
VTI
$663B
$383K 0.37%
+1,143
New +$380K
AXON
46
Axon Enterprise
AXON
$44.1B
$381K 0.37%
+671
New +$416K
ABTC
47
American Bitcoin Corp
ABTC
$386M
$358K 0.35%
+14,043
New +$878K
BA icon
48
Boeing
BA
$170B
$358K 0.35%
+1,648
New +$339K
FPE icon
49
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$336K 0.33%
+18,434
New +$337K
VRT icon
50
Vertiv
VRT
$117B
$334K 0.33%
+2,060
New +$358K
1
2
3

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