VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
1-Year Return
28.99%
This Quarter Return
+8.42%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$490M
AUM Growth
+$36.2M
(+8%)
Cap. Flow
+$2.51M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
54.05%
Holding
120
New
8
Increased
21
Reduced
43
Closed
2
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$4.62M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$2.16M |
| 3 |
AllianceBernstein
AB
|
$1.89M |
| 4 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.01M |
| 5 |
Progressive
PGR
|
$907K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$2.5M |
| 2 |
BP
BP
|
$2.18M |
| 3 |
Corning
GLW
|
$1.83M |
| 4 |
Gilead Sciences
GILD
|
$1.57M |
| 5 |
Schlumberger
SLB
|
$1.45M |
Sector Composition
| 1 | Financials | 22.02% |
| 2 | Technology | 20.2% |
| 3 | Healthcare | 10.13% |
| 4 | Communication Services | 7.32% |
| 5 | Consumer Staples | 5.52% |
