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
$552M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.79M
3
+$1.19M
4
BND icon
Vanguard Total Bond Market
BND
+$490K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$395K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$808K
4
NVR icon
NVR
NVR
+$797K
5
MSFT icon
Microsoft
MSFT
+$743K

Sector Composition

1 Technology 16.33%
2 Healthcare 8.05%
3 Consumer Discretionary 7.92%
4 Industrials 5.88%
5 Financials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.04%
+3,371
102
$205K 0.04%
+839
103
– –
-2,131
1 2 3 4
5