VISIONARY ASSET Overview

Visionary Asset Management Inc. is an investment advisor that manages 657.9 MM dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 289MM in positions, representing 44% of the manager's regulatory AUM.

VISIONARY ASSET StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VISIONARY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IEI 6.9% ETF -2.68% -0.22% 0 1%
AGG 6.79% ETF -3.38% -0.26% 0 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

VISIONARY ASSET Founders and Key Employees

Name Title In Position Since
Andrew C. Miller President December-2010
Marlana A. Splettstosser Chief Compliance Officer August-2014
Norman C. Grant Chairman January-2015
Cary J. Cowan Bod April-2008
David L. Holtz Bod April-2008
Jeffrey J. Saline Bod April-2008
Arthur D. Farr Bod April-2008
Philip F. Smith Cfo March-2015

VISIONARY ASSET Brokers, Custodians, Auditors and Administrators

Type Company

VISIONARY ASSET Investment Strategy

VISIONARY ASSET Portfolio Concentration

VISIONARY ASSET Location

2500 WILCREST DRIVE
SUITE 640
HOUSTON, Texas
UNITED STATES, 77042

VISIONARY ASSET Contact Information

Phone Number: 866-940-4932
Fax Number: 713-333-2705
Website:

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