VM

Value Monitoring Portfolio holdings

AUM $1.5M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
-13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.49M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$4.25M
2 +$4.25M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.25M 50.01%
+71,650
2
$4.25M 49.99%
+150,656