VH

Visionary Horizons Portfolio holdings

AUM $203M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.93M
3
+$1.49M
4
AVGO icon
Broadcom
AVGO
+$1.06M
5
LAD icon
Lithia Motors
LAD
+$951K

Top Sells

1
+$3.6M
2
+$2.19M
3
+$877K
4
AMAT icon
Applied Materials
AMAT
+$787K
5
PYPL icon
PayPal
PYPL
+$740K

Sector Composition

1 Technology 5.32%
2 Healthcare 3.64%
3 Financials 3.25%
4 Consumer Discretionary 3.16%
5 Communication Services 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.64%
+3,462
27
$1.12M 0.63%
1,685
+152
28
$1.1M 0.62%
20,464
-41,264
29
$1.1M 0.62%
40,358
+967
30
$950K 0.53%
13,800
+2,045
31
$945K 0.53%
1,551
+60
32
$942K 0.53%
1,282
+30
33
$932K 0.52%
+2,949
34
$915K 0.51%
12,069
+166
35
$912K 0.51%
10,885
+222
36
$882K 0.49%
5,620
+332
37
$875K 0.49%
33,863
+17,042
38
$874K 0.49%
19,610
+1,112
39
$857K 0.48%
+3,917
40
$853K 0.48%
3,973
+745
41
$839K 0.47%
9,955
-1,235
42
$772K 0.43%
6,242
-204
43
$770K 0.43%
3,216
+313
44
$754K 0.42%
1
45
$749K 0.42%
+7,033
46
$747K 0.42%
7,886
-574
47
$737K 0.41%
2,557
+182
48
$725K 0.41%
16,620
+6,458
49
$724K 0.4%
16,487
-1,902
50
$712K 0.4%
9,025
+45
1
2
3 4 5