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
276
$5.37K 0.01%
13
+1
277
$5.34K 0.01%
19
+1
278
$5.32K 0.01%
70
279
$5.31K 0.01%
100
280
$5.22K ﹤0.01%
102
+1
281
$5.04K ﹤0.01%
124
282
$4.84K ﹤0.01%
11
+1
283
$4.78K ﹤0.01%
10
284
$4.67K ﹤0.01%
100
285
$4.65K ﹤0.01%
55
+1
286
$4.64K ﹤0.01%
21
+1
287
$4.61K ﹤0.01%
40
288
$4.58K ﹤0.01%
145
+3
289
$4.51K ﹤0.01%
9
290
$4.51K ﹤0.01%
104
+2
291
$4.51K ﹤0.01%
16
292
$4.3K ﹤0.01%
100
293
$4.22K ﹤0.01%
136
294
$4.03K ﹤0.01%
30
295
$3.91K ﹤0.01%
44
+1
296
$3.89K ﹤0.01%
206
+3
297
$3.69K ﹤0.01%
413
+6
298
$3.46K ﹤0.01%
201
+1
299
$3.32K ﹤0.01%
+80
300
$3.29K ﹤0.01%
35
-35
10 11
12
13 14