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
$344M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$1.32M
3 +$1.25M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$940K

Top Sells

1 +$1.31M
2 +$499K
3 +$453K
4
AMZN icon
Amazon
AMZN
+$366K
5
NVR icon
NVR
NVR
+$281K

Sector Composition

1 Technology 10.46%
2 Consumer Discretionary 10.3%
3 Financials 8.5%
4 Industrials 8.22%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$102K 0.03%
12,400
77
-5,213
78
$0 ﹤0.01%
67,008