VBCG
Valley Brook Capital Group Portfolio holdings
AUM
$134M
1-Year Return
19.67%
This Quarter Return
+12.49%
1 Year Return
+19.67%
3 Year Return
+75.82%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
410
New
410
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.65M |
| 2 |
Microsoft
MSFT
|
$5.14M |
| 3 |
Home Depot
HD
|
$3.21M |
| 4 |
Nike
NKE
|
$2.69M |
| 5 |
UnitedHealth
UNH
|
$2.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.46% |
| 2 | Healthcare | 15.79% |
| 3 | Industrials | 14.79% |
| 4 | Consumer Discretionary | 11.09% |
| 5 | Financials | 9.03% |
