VAG
VisionPoint Advisory Group Portfolio holdings
AUM
$501M
1-Year Est. Return
18.38%
1 Year Est. Return
+18.38%
AUM
$460M
AUM Growth
+$168M
(+58%)
Holding
376
Top Buys
| 1 | +$6.18M | |
| 2 | +$5.62M | |
| 3 | +$4.68M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.36M |
| 5 |
NVIDIA
NVDA
|
+$4.04M |
Top Sells
| 1 | +$4.48M | |
| 2 | +$2.67M | |
| 3 | +$2.65M | |
| 4 |
Fresenius Medical Care
FMS
|
+$1.82M |
| 5 |
Regan Floating Rate MBS ETF
MBSF
|
+$1.81M |
Sector Composition
| 1 | Technology | 11.71% |
| 2 | Financials | 7.14% |
| 3 | Healthcare | 5.97% |
| 4 | Industrials | 4.73% |
| 5 | Communication Services | 4.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ares Management
ARES
$31B
| – | – |
-2,223
|
|