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
$10.4M
AUM Growth
+$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M

Top Sells

1
+$1.38M
2
+$1.37M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.58M 44.21%
+178,011
2
$2.9M 27.94%
48,598
-23,052
3
$2.89M 27.85%
101,850
-48,806