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
$140M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$17.4M
3
+$10.3M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$9.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$9.96M

Top Sells

1
+$18.9M
2
+$18.7M
3
+$12.5M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$10.4M
5
LLY icon
Eli Lilly
LLY
+$3.34M

Sector Composition

1 Financials 0.3%
2 Energy 0.15%
3 Consumer Staples 0%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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