VAG

VisionPoint Advisory Group Portfolio holdings

AUM $513M
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.79M
3
+$3.02M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$2.75M
5
FCX icon
Freeport-McMoran
FCX
+$2.41M

Top Sells

1
+$9.17M
2
+$7.42M
3
+$2.94M
4
AAPL icon
Apple
AAPL
+$2.74M
5
CWEN icon
Clearway Energy Class C
CWEN
+$2.01M

Sector Composition

1 Technology 13.58%
2 Financials 9.66%
3 Communication Services 6.41%
4 Consumer Discretionary 5.39%
5 Real Estate 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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