VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+14.43%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$431M
AUM Growth
+$431M
(+15%)
Cap. Flow
+$5M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
54.1%
Holding
117
New
4
Increased
43
Reduced
31
Closed
3
Top Buys
| 1 |
Colgate-Palmolive
CL
|
$3.16M |
| 2 |
Schlumberger
SLB
|
$2.36M |
| 3 |
BP
BP
|
$1.76M |
| 4 |
Johnson & Johnson
JNJ
|
$678K |
| 5 |
Weyerhaeuser
WY
|
$610K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.04M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68M |
| 3 |
Vanguard Energy ETF
VDE
|
$1.48M |
| 4 |
Progressive
PGR
|
$1.08M |
| 5 |
VanEck Oil Services ETF
OIH
|
$1.08M |
Sector Composition
| 1 | Financials | 24.7% |
| 2 | Technology | 18.32% |
| 3 | Healthcare | 10.24% |
| 4 | Communication Services | 7.11% |
| 5 | Energy | 6.01% |
