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
51
$575K 0.41%
+14,665
52
$570K 0.4%
26,835
-5,123
53
$570K 0.4%
15,235
-1,506
54
$549K 0.39%
5,261
-409
55
$548K 0.39%
4,891
-801
56
$541K 0.38%
3,728
+2,146
57
$540K 0.38%
11,190
-1,955
58
$533K 0.38%
12,655
+480
59
$531K 0.37%
14,880
-1,580
60
$530K 0.37%
3,168
-650
61
$528K 0.37%
+1,376
62
$524K 0.37%
13,995
-2,550
63
$520K 0.37%
3,500
-445
64
$514K 0.36%
+7,872
65
$513K 0.36%
+7,938
66
$509K 0.36%
2,337
+300
67
$502K 0.35%
+8,295
68
$444K 0.31%
51,002
-602
69
$389K 0.27%
+5,912
70
$388K 0.27%
30,000
-1,200
71
$369K 0.26%
8,765
-1,440
72
$360K 0.25%
6,110
-1,520
73
$345K 0.24%
10,445
74
$337K 0.24%
12,145
+1,140
75
$337K 0.24%
3,665
-550
1 2
3
4 5