VCM

Vision Capital Management Portfolio holdings

AUM $830M
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$2.92M
3 +$2.36M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.7M

Top Sells

1 +$2.84M
2 +$1.68M
3 +$1.65M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.13M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$1M

Sector Composition

1 Consumer Discretionary 11.99%
2 Technology 11.75%
3 Communication Services 9.88%
4 Financials 8.8%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
67,008