VM

Valor Management Portfolio holdings

AUM $238M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$478M
2 +$137M
3 +$10.1M
4
PRCH icon
Porch Group
PRCH
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 77.81%
2 Consumer Discretionary 21.9%
3 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$478M 76.2%
+11,218,033
2
$137M 21.9%
+890,999
3
$10.1M 1.6%
+1,075,328
4
$1.88M 0.3%
+120,497