VT

Vise Technologies Portfolio holdings

AUM $2.42B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.12M
3
+$1.48M
4
F icon
Ford
F
+$1.43M
5
V icon
Visa
V
+$1.19M

Top Sells

1
+$1.69M
2
+$1.56M
3
+$1.21M
4
UNH icon
UnitedHealth
UNH
+$1.15M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.13M

Sector Composition

1 Technology 15.75%
2 Financials 9.08%
3 Healthcare 8.55%
4 Consumer Discretionary 7.33%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$373K 0.07%
26,853
+1,830
252
$370K 0.07%
+12,684
253
$366K 0.07%
6,543
+1,575
254
$365K 0.07%
2,038
+543
255
$364K 0.07%
19,843
-1,746
256
$364K 0.07%
13,200
-3,041
257
$363K 0.07%
999
-505
258
$362K 0.07%
+4,530
259
$357K 0.07%
+9,152
260
$353K 0.07%
+25,277
261
$353K 0.07%
10,033
-442
262
$350K 0.07%
1,706
+148
263
$349K 0.07%
2,653
+263
264
$344K 0.07%
+2,954
265
$343K 0.07%
1,562
+414
266
$341K 0.07%
9,429
+2,371
267
$340K 0.07%
13,410
-4,124
268
$334K 0.07%
3,626
-540
269
$331K 0.07%
8,471
-4,292
270
$331K 0.07%
5,484
-75
271
$331K 0.07%
2,144
+597
272
$330K 0.06%
1,320
+175
273
$329K 0.06%
+4,916
274
$329K 0.06%
3,619
-965
275
$327K 0.06%
1,321
-703
9 10
11
12 13