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
$299M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.74M
3 +$1.63M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.28M

Top Sells

1 +$7.05M
2 +$4.99M
3 +$2.43M
4
M icon
Macy's
M
+$2.08M
5
KSS icon
Kohl's
KSS
+$1.89M

Sector Composition

1 Consumer Discretionary 7.28%
2 Financials 6.86%
3 Consumer Staples 6.17%
4 Healthcare 6.03%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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