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
$290M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$780K
3 +$772K
4
SLB icon
SLB Limited
SLB
+$694K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$580K

Top Sells

1 +$1.64M
2 +$404K
3 +$322K
4
LLY icon
Eli Lilly
LLY
+$230K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$165K

Sector Composition

1 Technology 18.58%
2 Financials 15.54%
3 Healthcare 10.71%
4 Energy 9.5%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$37K 0.01%
+2,292
102
-3,190
103
-8,640
104
-4,800