VCAM

Van Cleef Asset Management Portfolio holdings

AUM $928M
1-Year Est. Return 28.99%
This Quarter Est. Return
1 Year Est. Return
+28.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$570K
3 +$475K
4
HD icon
Home Depot
HD
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$460K

Top Sells

1 +$3.91M
2 +$1.78M
3 +$1.65M
4
GILD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,793
102
-14,527
103
-6,500