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
76
$451K 0.25%
+15,499
77
$446K 0.25%
4,969
-292
78
$444K 0.25%
+2,371
79
$436K 0.24%
+18,708
80
$432K 0.24%
2,247
-45
81
$417K 0.23%
45,776
-2,597
82
$397K 0.22%
12,115
+485
83
$390K 0.22%
8,490
-75
84
$366K 0.2%
4,311
-6,388
85
$355K 0.2%
1,262
+2
86
$350K 0.2%
+5,081
87
$350K 0.2%
3,410
-255
88
$344K 0.19%
1,416
-3,458
89
$329K 0.18%
5,955
90
$305K 0.17%
+6,184
91
$299K 0.17%
+8,237
92
$293K 0.16%
3,835
-195
93
$289K 0.16%
1,318
-20
94
$279K 0.16%
+9,419
95
$275K 0.15%
9,903
+329
96
$270K 0.15%
20,800
-2,535
97
$263K 0.15%
3,862
-31
98
$257K 0.14%
4,854
+173
99
$254K 0.14%
2,218
-170
100
$254K 0.14%
+2,275
1 2 3
4
5