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
$313M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$857K
3 +$315K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$312K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$250K

Top Sells

1 +$1.94M
2 +$856K
3 +$519K
4
BP icon
BP
BP
+$481K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$461K

Sector Composition

1 Technology 19.61%
2 Financials 17.59%
3 Healthcare 9.34%
4 Energy 8.82%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,800
102
-10,910
103
-8,325
104
-14,039