VH

Visionary Horizons Portfolio holdings

AUM $193M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Sells

1 +$1.1M
2 +$750K
3 +$663K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$570K
5
JAVA icon
JPMorgan Active Value ETF
JAVA
+$350K

Sector Composition

1 Technology 4.77%
2 Healthcare 3.79%
3 Financials 3.22%
4 Consumer Discretionary 3.06%
5 Communication Services 1.52%