VD

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC

13F
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC
Last update 2020-05-13 66 Stocks (6 new)
Value $161.00 Mil Turnover 14 %
Countries:
Top Holdings: XLK(7.97%)GSY(7.22%)XLF(3.94%)XLV(3.58%)SPAB(3.52%)
Summary Stock Picks Current Portfolio
VICKERMAN & DRISCOLL FINANCIAL... Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLK
Technology Select Sector SPDR ETF
159,813
12,844.0
+14.88%
7.970
+1.03%
0.050
+31.84%
+10.89%
80,789.0
 
GSY
Invesco Ultra Short Duration ETF
235,985
11,636.0
-0.55%
7.220
-0.03%
0.470
+1.57%
+2.88%
2,728.7
 
JPST
JPMorgan Ultra-Short Income ETF
219,030
10,879.0
-9.63%
6.750
-0.60%
0.060
+1.11%
+2.54%
31,756.9
 
XLF
Financial Select Sector SPDR
304,685
6,344.0
-6.26%
3.940
-0.32%
0.030
+11.92%
+10.83%
50,620.9
 
XLV
Health Care Select Sector SPDR
65,193
5,775.0
-40.51%
3.580
-2.33%
0.020
-4.88%
-0.65%
34,481.0
 
SPAB
SPDR Portfolio Aggregate Bond ETF
187,751
5,674.0
-2.13%
3.520
-0.06%
0.080
+0.10%
+3.72%
8,747.7
 
XLP
Consumer Staples Select Sector SPDR
97,537
5,313.0
+5.22%
3.300
+0.16%
0.050
+0.88%
+5.82%
16,237.1
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
91,944
5,011.0
+1.42%
3.110
+0.04%
0.030
-0.04%
+3.65%
14,367.4
 
PSK
SPDR ICE Preferred Securities ETF
126,722
4,966.0
+14.59%
3.080
+0.39%
0.420
+2.23%
+0.54%
811.6
 
XLU
Utilities Select Sector SPDR ETF
89,285
4,947.0
+0.89%
3.070
+0.03%
0.040
+4.42%
+9.65%
19,025.5
 

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC Total Holding History ($B)

To

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Asset Allocation

To

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Hypothetical Growth since 2020-03-31

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Holdings Heat Map

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VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Holdings Bubble Chart

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC News

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