VFM
Vision Financial Markets Portfolio holdings
AUM
$98M
1-Year Est. Return
20.51%
This Fund
S&P 500
1 Year Est. Return
+20.51%
AUM
$117M
AUM Growth
+$11M
(+10%)
Holding
457
Top Buys
| 1 | +$4.21M | |
| 2 | +$1.52M | |
| 3 | +$1.33M | |
| 4 |
Target
TGT
|
+$1.12M |
| 5 |
Seagate
STX
|
+$968K |
Top Sells
| 1 | +$4.36M | |
| 2 | +$1.27M | |
| 3 | +$1.25M | |
| 4 |
British American Tobacco
BTI
|
+$526K |
| 5 |
Philip Morris
PM
|
+$470K |
Sector Composition
| 1 | Consumer Discretionary | 22.58% |
| 2 | Technology | 12.21% |
| 3 | Financials | 12.2% |
| 4 | Healthcare | 7.32% |
| 5 | Consumer Staples | 4.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Enterprise Products Partners
EPD
$72.4B
| – | – |
-136
|
|
||
452
Coinbase
COIN
$56.5B
| – | – |
-30
|
|
||
|
CIM
453
Chimera Investment
CIM
$1.07B
| – | – |
-10,100
|
|
||
454
Boston Properties
BXP
$10.2B
| – | – |
-1,700
|
|
||
455
AST SpaceMobile
ASTS
$33.7B
| – | – |
-100
|
|
||
456
C3.ai
AI
$1.85B
| – | – |
-100
|
|
||
457
Arbor Realty Trust
ABR
$1.51B
| – | – |
-214
|
|