VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+5.1%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$238M
AUM Growth
+$238M
(+4.4%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
48.87%
Holding
103
New
8
Increased
54
Reduced
18
Closed
3
Top Buys
| 1 |
BP
BP
|
$1.22M |
| 2 |
Progressive
PGR
|
$570K |
| 3 |
LOCK
LifeLock, Inc.
LOCK
|
$475K |
| 4 |
Home Depot
HD
|
$472K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$460K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.91M |
| 2 |
Waste Management
WM
|
$1.78M |
| 3 |
ABB
ABB Ltd.
ABB
|
$1.65M |
| 4 |
Gilead Sciences
GILD
|
$562K |
| 5 |
ELME
Elme Communities
ELME
|
$258K |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Financials | 15.84% |
| 3 | Energy | 12.07% |
| 4 | Healthcare | 9.51% |
| 5 | Industrials | 5.81% |
