VFM

Vision Financial Markets Portfolio holdings

AUM $106M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$8.43M
3 +$7.78M
4
AZO icon
AutoZone
AZO
+$6.19M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 25.76%
2 Financials 17.28%
3 Technology 11.97%
4 Consumer Staples 4.61%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$635 ﹤0.01%
+20
227
$218 ﹤0.01%
+164
228
$165 ﹤0.01%
+14
229
$106 ﹤0.01%
+1
230
$42 ﹤0.01%
+2
231
$9 ﹤0.01%
+2
232
0