VH
Visionary Horizons Portfolio holdings
AUM
$179M
1-Year Est. Return
14.32%
1 Year Est. Return
+14.32%
AUM
$158M
AUM Growth
+$16.1M
(+11%)
Holding
101
Top Buys
| 1 | +$1.11M | |
| 2 | +$1.06M | |
| 3 | +$1.06M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$850K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$793K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.29M | |
| 3 | +$976K | |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
+$844K |
| 5 |
Comcast
CMCSA
|
+$696K |
Sector Composition
| 1 | Technology | 4.99% |
| 2 | Healthcare | 4.32% |
| 3 | Financials | 3.23% |
| 4 | Communication Services | 2.2% |
| 5 | Consumer Discretionary | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
FirstEnergy
FE
$26.9B
| – | – |
-14,805
|
|