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
201
$15.4K 0.01%
+800
202
$14.8K 0.01%
570
203
$14.8K 0.01%
327
-5
204
$14.6K 0.01%
78
+1
205
$14.4K 0.01%
+130
206
$14.4K 0.01%
120
207
$14.3K 0.01%
320
208
$14.2K 0.01%
81
+1
209
$14.1K 0.01%
200
210
$14.1K 0.01%
33
+1
211
$13.9K 0.01%
191
-9
212
$13.5K 0.01%
325
213
$13.3K 0.01%
330
214
$13.2K 0.01%
80
215
$12.8K 0.01%
300
216
$12.8K 0.01%
17
+1
217
$12.7K 0.01%
25
-48
218
$11.7K 0.01%
280
+2
219
$11.7K 0.01%
200
-5,900
220
$11.7K 0.01%
283
+1
221
$11K 0.01%
+200
222
$11K 0.01%
220
223
$11K 0.01%
211
224
$10.8K 0.01%
51
+1
225
$10.8K 0.01%
410
+10
7 8
9
10 11