VCM

Vision Capital Management Portfolio holdings

AUM $761M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$9.88M
2 +$1.7M
3 +$1.36M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$763K

Top Sells

1 +$1.53M
2 +$1.19M
3 +$1.05M
4
KMX icon
CarMax
KMX
+$995K
5
VZ icon
Verizon
VZ
+$993K

Sector Composition

1 Technology 11%
2 Consumer Discretionary 10.12%
3 Communication Services 8.92%
4 Financials 8.59%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$82K 0.03%
12,400
-500
77
-30,705
78
-21,325
79
-11,250
80
$0 ﹤0.01%
67,008
81
-15,600