VH

Visionary Horizons Portfolio holdings

AUM $179M
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.9M
3
+$2.59M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.01M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.72M

Top Sells

1
+$4.98M
2
+$4.19M
3
+$3.55M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.01M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.3M

Sector Composition

1 Healthcare 4.49%
2 Technology 3.86%
3 Communication Services 2.61%
4 Financials 2.5%
5 Utilities 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.62%
19,509
-2,688
27
$874K 0.62%
16,679
+7,565
28
$871K 0.61%
18,894
+10,386
29
$824K 0.58%
6,756
-1,247
30
$798K 0.56%
1
31
$779K 0.55%
8,474
-1,435
32
$759K 0.53%
15,564
+3,995
33
$727K 0.51%
3,274
-2,479
34
$716K 0.5%
17,983
-2,182
35
$696K 0.49%
18,849
+4,612
36
$675K 0.48%
8,000
37
$642K 0.45%
1,113
+428
38
$640K 0.45%
+4,642
39
$639K 0.45%
+1,941
40
$636K 0.45%
10,423
-1,796
41
$629K 0.44%
+2,357
42
$624K 0.44%
9,418
+253
43
$619K 0.44%
+4,000
44
$618K 0.44%
+10,058
45
$612K 0.43%
8,360
+3,994
46
$610K 0.43%
+1,191
47
$598K 0.42%
+14,805
48
$598K 0.42%
5,360
-720
49
$594K 0.42%
+2,970
50
$583K 0.41%
1,590
1
2
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