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
276
$325K 0.06%
715
+9
277
$323K 0.06%
6,389
+2,384
278
$322K 0.06%
927
-240
279
$319K 0.06%
898
-272
280
$318K 0.06%
4,707
-2,504
281
$316K 0.06%
35,528
+7,354
282
$314K 0.06%
7,293
+2,028
283
$311K 0.06%
+12,076
284
$309K 0.06%
13,168
-1,856
285
$307K 0.06%
+1,007
286
$306K 0.06%
9,518
+687
287
$303K 0.06%
32,106
+8,392
288
$294K 0.06%
34,672
+550
289
$293K 0.06%
2,339
-1,128
290
$293K 0.06%
17,652
-2,742
291
$288K 0.06%
+7,444
292
$283K 0.06%
+6,191
293
$279K 0.06%
2,865
-1,797
294
$279K 0.05%
2,251
-620
295
$278K 0.05%
2,737
+84
296
$277K 0.05%
4,846
+327
297
$276K 0.05%
+8,253
298
$276K 0.05%
5,265
-435
299
$274K 0.05%
2,860
-19
300
$273K 0.05%
1,916
-499
10 11
12
13 14