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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18M
3
+$9.84M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$9.49M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$7.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.16%
2 Healthcare 3.87%
3 Financials 3.65%
4 Utilities 1.81%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.36%
+10,132
52
$441K 0.36%
+1,488
53
$434K 0.35%
+10,670
54
$428K 0.35%
+33,820
55
$426K 0.35%
+1,912
56
$421K 0.34%
+16,220
57
$421K 0.34%
+5,329
58
$419K 0.34%
+4,494
59
$411K 0.33%
+4,735
60
$410K 0.33%
+1,024
61
$409K 0.33%
+53,910
62
$396K 0.32%
+1,835
63
$393K 0.32%
+7,940
64
$390K 0.32%
+7,236
65
$348K 0.28%
+11,905
66
$345K 0.28%
+5,124
67
$331K 0.27%
+8,025
68
$294K 0.24%
+3,505
69
$292K 0.24%
+3,233
70
$276K 0.22%
+12,705
71
$245K 0.2%
+3,165
72
$222K 0.18%
+7,107
73
$221K 0.18%
+14,945
74
$220K 0.18%
+886
75
$164K 0.13%
+10,300
1 2
3
4