VFCM

Valley Forge Capital Management Portfolio holdings

AUM $4.53B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$52.3M
2 +$33.2M
3 +$26M

Top Sells

1 +$134M

Sector Composition

1 Financials 55.04%
2 Technology 44.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.57B 34.93%
808,793
-68,955
2
$881M 19.58%
1,705,898
+50,337
3
$733M 16.29%
1,484,772
4
$611M 13.59%
1,288,444
+70,034
5
$276M 6.14%
444,881
6
$251M 5.57%
912,017
7
$105M 2.33%
125,627
+62,724
8
$70.6M 1.57%
295,485