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
$76.5M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.69M
3
+$1.05M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$794K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$703K

Top Sells

1
+$1.46M
2
+$1.06M
3
+$748K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$666K
5
DIS icon
Walt Disney
DIS
+$656K

Sector Composition

1 Industrials 7.37%
2 Technology 5.46%
3 Consumer Discretionary 3.04%
4 Consumer Staples 2.6%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
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