VFM

Vision Financial Markets Portfolio holdings

AUM $98M
1-Year Est. Return 20.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$1.78M
3
+$1.27M
4
ADBE icon
Adobe
ADBE
+$759K
5
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$689K

Top Sells

1
+$1.06M
2
+$593K
3
+$452K
4
MO icon
Altria Group
MO
+$346K
5
DKS icon
Dick's Sporting Goods
DKS
+$181K

Sector Composition

1 Consumer Discretionary 22.41%
2 Financials 16.66%
3 Technology 12.08%
4 Consumer Staples 4.93%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8K 0.01%
500
+9
227
$10.7K 0.01%
204
-98
228
$10.6K 0.01%
438
+8
229
$10.6K 0.01%
152
230
$10.5K 0.01%
30
231
$10.3K 0.01%
218
232
$9.79K 0.01%
50
233
$9.48K 0.01%
59
234
$9.36K 0.01%
100
235
$9.29K 0.01%
2,510
236
$9.27K 0.01%
75
237
$9.27K 0.01%
1,060
+25
238
$9.22K 0.01%
51
+1
239
$9.11K 0.01%
71
+1
240
$8.86K 0.01%
101
241
$8.15K 0.01%
+206
242
$8.1K 0.01%
79
+2
243
$8.08K 0.01%
222
244
$8.03K 0.01%
400
245
$7.83K 0.01%
21
+1
246
$7.75K 0.01%
114
247
$7.58K 0.01%
25
+1
248
$7.47K 0.01%
+36
249
$7.42K 0.01%
51
+1
250
$7.36K 0.01%
240
8 9
10
11 12