VCM

Vision Capital Management Portfolio holdings

AUM $811M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.82M
3
+$1.59M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.57M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.47M

Top Sells

1
+$658K
2
+$451K
3
+$222K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$207K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$149K

Sector Composition

1 Technology 18.25%
2 Consumer Discretionary 7.69%
3 Healthcare 7.43%
4 Industrials 6.36%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$998K 0.16%
42,867
-359
77
$875K 0.14%
+10,766
78
$869K 0.14%
+8,593
79
$864K 0.13%
10,663
-183
80
$754K 0.12%
23,511
-557
81
$701K 0.11%
37,264
+357
82
$674K 0.11%
+2,843
83
$660K 0.1%
+24,911
84
$608K 0.09%
+3,567
85
$601K 0.09%
+24,174
86
$547K 0.09%
+3,666
87
$544K 0.08%
+1,751
88
$535K 0.08%
+10,648
89
$479K 0.07%
+4,775
90
$478K 0.07%
+5,629
91
$457K 0.07%
+6,740
92
$448K 0.07%
+3,182
93
$446K 0.07%
+1,288
94
$435K 0.07%
+2,041
95
$431K 0.07%
+906
96
$426K 0.07%
+12,397
97
$418K 0.07%
+7,088
98
$394K 0.06%
+924
99
$360K 0.06%
+3,075
100
$345K 0.05%
+4,687
1 2 3
4
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