VAMG
Voisard Asset Management Group Portfolio holdings
AUM
$388M
This Quarter Return
+3.66%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+6.9%)
Cap. Flow
+$6.21M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
80.58%
Holding
393
New
9
Increased
62
Reduced
62
Closed
34
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.82M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.41M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.09M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.09M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$812K |
Top Sells
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Financials | 1.79% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Healthcare | 1.19% |
| 5 | Communication Services | 1.01% |
