VAMG

Voisard Asset Management Group Portfolio holdings

AUM $463M
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.51M
3
+$1.43M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.14M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$945K

Top Sells

1
+$487K
2
+$357K
3
+$181K
4
PANW icon
Palo Alto Networks
PANW
+$166K
5
MCBC
Macatawa Bank Corp
MCBC
+$146K

Sector Composition

1 Technology 2.96%
2 Financials 1.46%
3 Healthcare 1.25%
4 Consumer Discretionary 1.06%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
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