VVP

Venture Visionary Partners Portfolio holdings

AUM $3.06B
1-Year Est. Return 23.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$19.8M
3 +$12.4M
4
BLK icon
Blackrock
BLK
+$11.5M
5
LRCX icon
Lam Research
LRCX
+$5.11M

Top Sells

1 +$9.17M
2 +$9.01M
3 +$7.33M
4
HSY icon
Hershey
HSY
+$5.85M
5
APP icon
Applovin
APP
+$5.2M

Sector Composition

1 Technology 14.76%
2 Financials 10.67%
3 Consumer Discretionary 5.79%
4 Communication Services 5.41%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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