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
$147M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.91%
2 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,680