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
401
-8,375
402
-24,655
403
-2,367
404
-17,720