VLC

Van Leeuwen & Company Portfolio holdings

AUM $197M
1-Year Est. Return 44.9%
This Quarter Est. Return
1 Year Est. Return
+44.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$4M
3 +$3.55M
4
AAPL icon
Apple
AAPL
+$3.22M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.94M

Top Sells

1 +$3.54M
2 +$3.44M
3 +$3.34M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.18M
5
INTC icon
Intel
INTC
+$2.64M

Sector Composition

1 Technology 25.8%
2 Communication Services 14.9%
3 Consumer Discretionary 13.29%
4 Healthcare 8.62%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,536
77
-9,539