VVP

Venture Visionary Partners Portfolio holdings

AUM $2.9B
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.1M
3
+$9.92M
4
ANDE icon
Andersons Inc
ANDE
+$9.22M
5
AAPL icon
Apple
AAPL
+$5.63M

Top Sells

1
+$5.75M
2
+$5.2M
3
+$3.26M
4
IP icon
International Paper
IP
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.91M

Sector Composition

1 Technology 11.75%
2 Consumer Discretionary 10.19%
3 Financials 8.55%
4 Consumer Staples 6.19%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$250K 0.02%
1,937
+95
402
$248K 0.02%
+10,300
403
$247K 0.02%
3,572
+492
404
$244K 0.02%
17,485
+1,961
405
$241K 0.02%
+1,304
406
$241K 0.02%
+9,899
407
$241K 0.02%
+4,209
408
$239K 0.02%
+16,951
409
$238K 0.02%
11,394
-941
410
$235K 0.02%
3,329
+100
411
$235K 0.02%
24,891
+35
412
$233K 0.02%
2,753
413
$229K 0.02%
+10,429
414
$228K 0.02%
4,623
+300
415
$228K 0.02%
2,107
416
$228K 0.02%
+3,051
417
$227K 0.02%
+15,421
418
$227K 0.02%
+2,302
419
$222K 0.02%
+3,100
420
$221K 0.02%
+2,198
421
$220K 0.02%
+3,301
422
$219K 0.02%
1,848
+74
423
$219K 0.02%
+1,687
424
$217K 0.02%
12,500
425
$217K 0.02%
+3,559
15 16
17
18 19