VH
Visionary Horizons Portfolio holdings
AUM
$158M
1-Year Return
13.47%
This Quarter Return
+6.63%
1 Year Return
+13.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$12.8M
(+9.4%)
Cap. Flow
+$4.51M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
68.01%
Holding
91
New
8
Increased
39
Reduced
17
Closed
2
Top Buys
Top Sells
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$3M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.73M |
| 3 |
Lam Research
LRCX
|
$593K |
| 4 |
Bank of America
BAC
|
$232K |
| 5 |
McDonald's
MCD
|
$183K |
Sector Composition
| 1 | Technology | 5% |
| 2 | Healthcare | 3.28% |
| 3 | Financials | 3.02% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Utilities | 1.73% |
