VCAM
Van Cleef Asset Management Portfolio holdings
AUM
$928M
This Quarter Return
+7.84%
1 Year Return
+28.99%
3 Year Return
+95.29%
5 Year Return
+163.43%
10 Year Return
+396.97%
AUM
$676M
AUM Growth
+$676M
(+5.8%)
Cap. Flow
-$9.85M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
58.43%
Holding
124
New
3
Increased
13
Reduced
61
Closed
2
Top Buys
| 1 |
Palantir
PLTR
|
$3.72M |
| 2 |
Sherwin-Williams
SHW
|
$845K |
| 3 |
Exxon Mobil
XOM
|
$640K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$582K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$401K |
Top Sells
| 1 |
Archer Daniels Midland
ADM
|
$2.23M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$2.1M |
| 3 |
iShares Global Energy ETF
IXC
|
$1.58M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.24M |
| 5 |
PayPal
PYPL
|
$1.18M |
Sector Composition
| 1 | Financials | 22.96% |
| 2 | Technology | 21.96% |
| 3 | Healthcare | 8.82% |
| 4 | Communication Services | 7.39% |
| 5 | Consumer Staples | 3.91% |
