VT

Vise Technologies Portfolio holdings

AUM $2.69B
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 0-1 Year Treasury Bond ETF
SHV
+$1.13M

Sector Composition

1 Technology 15.7%
2 Financials 9.08%
3 Healthcare 8.55%
4 Consumer Discretionary 7.33%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$120K 0.02%
14,462
377
$69.1K 0.01%
+12,539
378
$20.9K ﹤0.01%
+15,946
379
– –
-8,375
380
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-5,915
381
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-17,720
382
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-2,302
383
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-4,457
384
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-2,651
385
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-10,223
386
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-15,945
387
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-3,195
388
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-2,768
389
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-8,050
390
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-3,326
391
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-3,201
392
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393
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394
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-2,905
395
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396
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397
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-1,774
398
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-6,794
399
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400
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-12,890
13 14 15
16
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