VAM

Visionary Asset Management Portfolio holdings

AUM $252M
1-Year Est. Return 3.81%
This Quarter Est. Return
1 Year Est. Return
+3.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Sells

1 +$52.8M
2 +$51.6M
3 +$35.4M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$32M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.84M

Sector Composition

1 Technology 3.28%
2 Healthcare 2.67%
3 Financials 2.65%
4 Utilities 2.59%
5 Materials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
+74
302
$8K ﹤0.01%
+484
303
$8K ﹤0.01%
+134
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$8K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
+149
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$7K ﹤0.01%
+62
309
$7K ﹤0.01%
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310
$7K ﹤0.01%
+185
311
$7K ﹤0.01%
+92
312
$6K ﹤0.01%
+49
313
$6K ﹤0.01%
+103
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$6K ﹤0.01%
+38
315
$6K ﹤0.01%
+115
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$6K ﹤0.01%
+100
317
$6K ﹤0.01%
+61
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$6K ﹤0.01%
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$5K ﹤0.01%
+92
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$5K ﹤0.01%
+219
321
$5K ﹤0.01%
+285
322
$5K ﹤0.01%
+512
323
$5K ﹤0.01%
+144
324
$5K ﹤0.01%
+41
325
$5K ﹤0.01%
+54