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
$301M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$621K
2 +$608K
3 +$358K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$308K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$298K

Top Sells

1 +$258K
2 +$230K
3 +$201K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$136K
5
WM icon
Waste Management
WM
+$122K

Sector Composition

1 Technology 19.39%
2 Financials 15.38%
3 Healthcare 10%
4 Energy 8.93%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,828
102
-2,654
103
-9,500