VT

Vise Technologies Portfolio holdings

AUM $5.09B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.09B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,461
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.19M
2 +$1.31M
3 +$1.21M
4
EXAS
Exact Sciences
EXAS
+$1.19M
5
PIPR icon
Piper Sandler
PIPR
+$932K

Sector Composition

1 Technology 15.38%
2 Financials 8.06%
3 Consumer Discretionary 4.74%
4 Communication Services 4.49%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SKM icon
776
SK Telecom
SKM
$14.4B
$610K 0.01%
29,689
BZ icon
777
Kanzhun
BZ
$6.33B
$608K 0.01%
29,834
IWO icon
778
iShares Russell 2000 Growth ETF
IWO
$14.1B
$607K 0.01%
1,880
SFM icon
779
Sprouts Farmers Market
SFM
$7.79B
$607K 0.01%
7,617
EW icon
780
Edwards Lifesciences
EW
$49.5B
$606K 0.01%
7,113
FTEC icon
781
Fidelity MSCI Information Technology Index ETF
FTEC
$20.1B
$605K 0.01%
2,692
SHYG icon
782
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.52B
$604K 0.01%
14,098
THC icon
783
Tenet Healthcare
THC
$14B
$604K 0.01%
3,038
CMG icon
784
Chipotle Mexican Grill
CMG
$37.6B
$603K 0.01%
16,295
ALNY icon
785
Alnylam Pharmaceuticals
ALNY
$40.5B
$602K 0.01%
1,515
XLE icon
786
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$601K 0.01%
13,451
NDAQ icon
787
Nasdaq
NDAQ
$49.4B
$601K 0.01%
6,189
VIOV icon
788
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.73B
$599K 0.01%
6,124
CX icon
789
Cemex
CX
$18B
$598K 0.01%
52,079
TMHC icon
790
Taylor Morrison
TMHC
$6.59B
$597K 0.01%
10,141
ANF icon
791
Abercrombie & Fitch
ANF
$3.37B
$596K 0.01%
4,731
OXY icon
792
Occidental Petroleum
OXY
$56.6B
$595K 0.01%
14,478
FCN icon
793
FTI Consulting
FCN
$4.81B
$593K 0.01%
3,470
CINF icon
794
Cincinnati Financial
CINF
$25.6B
$593K 0.01%
3,628
BGC icon
795
BGC Group
BGC
$5.2B
$591K 0.01%
66,192
NYT icon
796
New York Times
NYT
$12.4B
$590K 0.01%
8,506
CHRW icon
797
C.H. Robinson
CHRW
$21.7B
$590K 0.01%
3,673
BTCO icon
798
Invesco Galaxy Bitcoin ETF
BTCO
$404M
$590K 0.01%
6,768
ESQ icon
799
Esquire Financial Holdings
ESQ
$934M
$588K 0.01%
5,764
CNP icon
800
CenterPoint Energy
CNP
$27.9B
$587K 0.01%
15,314