VH

Varley Holdings Portfolio holdings

AUM $26.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.9M
AUM Growth
-$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.64M

Sector Composition

1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DCFC
1
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
$68.9M 100%
108,000
-2,569