VFM

Vivid Financial Management Portfolio holdings

AUM $268M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$646K
2 +$589K
3 +$528K
4
DOCU icon
DocuSign
DOCU
+$488K
5
AMED
Amedisys
AMED
+$471K

Top Sells

1 +$3.97M
2 +$2M
3 +$1.54M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$922K
5
AMZN icon
Amazon
AMZN
+$910K

Sector Composition

1 Technology 5.46%
2 Industrials 4.38%
3 Consumer Discretionary 3.69%
4 Consumer Staples 1.83%
5 Healthcare 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,346
102
-8,429