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
$172M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$3.29M
2 +$2.92M
3 +$2.34M
4
LOW icon
Lowe's Companies
LOW
+$2.11M
5
PCAR icon
PACCAR
PCAR
+$1.92M

Top Sells

1 +$6.92M
2 +$5.32M
3 +$4.14M
4
ON icon
ON Semiconductor
ON
+$3.8M
5
BWA icon
BorgWarner
BWA
+$2.53M

Sector Composition

1 Technology 22.59%
2 Healthcare 13.79%
3 Financials 13.31%
4 Industrials 12.3%
5 Consumer Discretionary 11.98%