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
$152M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.12M
3
+$799K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$775K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$492K

Top Sells

1
+$2.86M
2
+$260K
3
+$231K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$194K
5
WBA
Walgreens Boots Alliance
WBA
+$185K

Sector Composition

1 Technology 5.6%
2 Financials 3.11%
3 Healthcare 2.81%
4 Consumer Discretionary 1.9%
5 Utilities 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.36%
3,818
-110
52
$552K 0.36%
11,344
+966
53
$548K 0.36%
16,741
-515
54
$534K 0.35%
848
+77
55
$534K 0.35%
14,237
+1,307
56
$526K 0.35%
5,692
-185
57
$510K 0.33%
2,452
+238
58
$509K 0.33%
9,188
+1,319
59
$493K 0.32%
12,175
+395
60
$489K 0.32%
13,145
-470
61
$477K 0.31%
4,215
-10
62
$474K 0.31%
9,114
+749
63
$468K 0.31%
51,604
-1,357
64
$452K 0.3%
+6,263
65
$429K 0.28%
31,200
-2,620
66
$413K 0.27%
10,205
-345
67
$401K 0.26%
685
+105
68
$393K 0.26%
972
69
$385K 0.25%
8,508
+732
70
$374K 0.25%
2,037
-50
71
$361K 0.24%
10,445
-540
72
$352K 0.23%
3,163
-105
73
$335K 0.22%
7,632
-441
74
$327K 0.21%
4,366
+912
75
$284K 0.19%
11,005
+540
1 2
3
4