VAM
Visionary Asset Management Portfolio holdings
AUM
$252M
This Quarter Return
+2.77%
1 Year Return
+3.81%
3 Year Return
+31.93%
5 Year Return
+40.5%
10 Year Return
–
AUM
$267M
AUM Growth
–
Cap. Flow
+$267M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
91.99%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$70.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$69.7M |
| 3 |
ProShares Ultra Russell2000
UWM
|
$43M |
| 4 |
ProShares Ultra S&P500
SSO
|
$42.2M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.2% |
| 2 | Communication Services | 0.19% |
| 3 | Industrials | 0.06% |
| 4 | Real Estate | 0.06% |
