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VFM

Vivid Financial Management Portfolio holdings

AUM $268M
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$6.88M
3
+$6.86M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.82M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.23M

Top Sells

1
+$4.67M
2
+$3.44M
3
+$2.75M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.96M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.5M

Sector Composition

1 Technology 4.72%
2 Industrials 4.38%
3 Consumer Discretionary 3.56%
4 Consumer Staples 1.67%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.75%
10,784
+34
27
$1.1M 0.69%
5,423
+95
28
$926K 0.58%
19,741
+1,309
29
$895K 0.56%
10,027
+120
30
$882K 0.55%
3,114
-321
31
$802K 0.5%
3
32
$715K 0.45%
9,944
-613
33
$651K 0.41%
2,146
-40
34
$641K 0.4%
9,523
-477
35
$639K 0.4%
10,906
+4
36
$596K 0.37%
7,853
+1,716
37
$581K 0.36%
5,423
+2,639
38
$557K 0.35%
13,956
+312
39
$546K 0.34%
+9,855
40
$508K 0.32%
+2,357
41
$467K 0.29%
3,324
+370
42
$458K 0.29%
12,851
-379
43
$439K 0.27%
7,338
+101
44
$439K 0.27%
1,774
-375
45
$430K 0.27%
7,805
+455
46
$429K 0.27%
+3,521
47
$410K 0.26%
3,502
-400
48
$408K 0.25%
11,712
-792
49
$397K 0.25%
1,292
+5
50
$395K 0.25%
+15,439
1
2
3 4 5