VLC

Van Leeuwen & Company Portfolio holdings

AUM $197M
1-Year Est. Return 44.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.81M
3
+$2.5M
4
DPZ icon
Domino's
DPZ
+$2.43M
5
NOW icon
ServiceNow
NOW
+$2.36M

Top Sells

1
+$2.94M
2
+$2.9M
3
+$1.83M
4
UBER icon
Uber
UBER
+$1.78M
5
BRO icon
Brown & Brown
BRO
+$1.77M

Sector Composition

1 Technology 24.84%
2 Healthcare 17.93%
3 Consumer Discretionary 16.09%
4 Financials 13.98%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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4