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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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