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
51
$709K 0.4%
2,009
+245
52
$706K 0.39%
16,063
-333
53
$694K 0.39%
+3,386
54
$677K 0.38%
+15,577
55
$666K 0.37%
2,615
-510
56
$643K 0.36%
15,236
+545
57
$635K 0.36%
6,144
-30
58
$627K 0.35%
1,547
+2
59
$619K 0.35%
4,830
-290
60
$606K 0.34%
+6,942
61
$601K 0.34%
14,290
-130
62
$600K 0.34%
+6,956
63
$570K 0.32%
+4,723
64
$569K 0.32%
8,027
-4,084
65
$564K 0.32%
25,795
-934
66
$563K 0.31%
14,605
-150
67
$543K 0.3%
12,930
-245
68
$525K 0.29%
1,181
+25
69
$515K 0.29%
14,680
-555
70
$507K 0.28%
4,566
71
$464K 0.26%
5,924
+113
72
$464K 0.26%
2,362
+1
73
$463K 0.26%
2,984
-184
74
$462K 0.26%
9,013
+2,379
75
$452K 0.25%
3,210
-290
1 2
3
4 5