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
176
$22.4K 0.02%
500
177
$22.4K 0.02%
103
-60
178
$22K 0.02%
242
+1
179
$21.6K 0.02%
308
+2
180
$21.6K 0.02%
662
+229
181
$21.1K 0.02%
1,870
+23
182
$20.5K 0.02%
484
183
$20.4K 0.02%
128
+1
184
$20.4K 0.02%
100
185
$20.1K 0.02%
899
186
$19.9K 0.02%
355
-5
187
$18.9K 0.02%
1,651
188
$18.6K 0.02%
156
189
$18.5K 0.02%
700
190
$18.3K 0.02%
384
191
$17.7K 0.02%
152
+1
192
$17.7K 0.02%
60
-79
193
$17.6K 0.02%
100
194
$17.5K 0.02%
124
195
$17.3K 0.02%
191
196
$17.3K 0.02%
165
197
$17.2K 0.02%
61
198
$16.8K 0.02%
110
+1
199
$16.6K 0.02%
454
+9
200
$16.5K 0.02%
151
6 7
8
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