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
251
$7.32K 0.01%
126
+1
252
$7.26K 0.01%
+100
253
$7.13K 0.01%
19
254
$6.95K 0.01%
42
255
$6.89K 0.01%
178
256
$6.76K 0.01%
114
+8
257
$6.56K 0.01%
800
258
$6.44K 0.01%
125
259
$6.32K 0.01%
50
260
$6.25K 0.01%
11
+1
261
$6.11K 0.01%
82
262
$6.03K 0.01%
+100
263
$5.89K 0.01%
87
264
$5.89K 0.01%
25
265
$5.89K 0.01%
75
+2
266
$5.81K 0.01%
545
267
$5.8K 0.01%
150
268
$5.72K 0.01%
102
+2
269
$5.72K 0.01%
212
+2
270
$5.69K 0.01%
75
271
$5.59K 0.01%
25
272
$5.57K 0.01%
313
+4
273
$5.54K 0.01%
324
+6
274
$5.4K 0.01%
75
275
$5.39K 0.01%
26
9 10
11
12 13