VAM

Valliance Asset Management Portfolio holdings

AUM $12.7M
1-Year Est. Return 121.36%
This Quarter Est. Return
1 Year Est. Return
+121.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 23.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.2M 23.39%
+72,800
2
$10.1M 10.13%
1,000,000
3
$7.94M 8.01%
800,000