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 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
76
$106K 0.09%
+11,000
77
$55.7K 0.05%
+10,000
78
$49.9K 0.04%
+3,333
79
$49.7K 0.04%
+14,450
80
$11.5K 0.01%
+3,104
81
$6.9K 0.01%
+15